ZEIGLER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ZEIGLER FAMILY FOUNDATION (EIN 46-1441975)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-01
- IRS object ID
- 201610929349100001
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-01T06:43:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2155361714 | 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 | 2155361714 | PhoneNum |
| Signature | 2016-03-05 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,917,674 | 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 | $1,151,943 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $373,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,460,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,174 | 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 | $52,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,016 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,016 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $503 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $503 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,097 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,097 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,330,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,149 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,347,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,183,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,451,525 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,460,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,649,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,917,674 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,460,669 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,649,638 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,460,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,649,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,460,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,649,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,460,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,330,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,791,184 | SubtotalAmt |
| Other Decreases | $141,546 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,649,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 4500 SHS OF PETSMART | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2011-08-08 | AcquiredDt |
| Sold | 2015-03-12 | SoldDt |
| Gross Sales Price | $373,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $174,581 | CostOrOtherBasisAmt |
| Gain Or Loss | $198,919 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $198,919 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,919 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,449 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,473,812 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043839 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,522 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,925,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $435,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.229681 | DistributionYr3Rt |
| Total Distribution | 0.338712 | TotalDistributionRt |
| Average Distribution | 0.112904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,629,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $409,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,082 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $412,859 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,066 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,643 | 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 | $52,500 | 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 | $3,274,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,684,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,684,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,629,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,163 | TotalTaxAmt |
| Distributable Before Adj | $175,308 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $175,308 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $175,308 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,066 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,066 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,066 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $83,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,517 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $114,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,066 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,242 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,242 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,061 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,544 | ExcessFromYear3Amt |
| Excess From Year2 | $30,517 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANN ZEIGLER | ContributingManagerNm |
| Contributing Manager | TERRY ZEIGLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 | $2,500 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | 2015 ZEIGLER SCHOLARSHIP FUND | $17,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | ZEIGLER BUSINESS CASE COMPETITION | $1,000 |
| JUNIOR ACHIEVEMENT OF DELAWARE VALLEY | |||||||
| 994 OLD EAGLE SCHOOL RD STE 1014 | WAYNE | PA | 19087 | NONE | PC | JA ECONOMICS FOR SUCCESS - FINANCIAL LITERACY PROGRAM FOR PALISADES SD - 2014-15 SCHOOL YEAR | $2,000 |
| JUNIOR ACHIEVEMENT OF DELAWARE VALLEY | |||||||
| 994 OLD EAGLE SCHOOL RD STE 1014 | WAYNE | PA | 19087 | NONE | PC | JA ECONOMICS FOR SUCCESS - FINANCIAL LITERACY PROGRAM FOR QUAKERTOWN SD, PALISADES SD, EXECUTIVE EDUCATION CHARTER, 2015-16 SCHOOL YEAR | $11,000 |
| MANNA ON MAIN | |||||||
| 713 W MAIN STREET | LANSDALE | PA | 19446 | NONE | PC | HOLIDAY ADOPT A CHILD PROGRAM | $500 |
| MILFORD TSA | |||||||
| 2255 ALLENTOWN ROAD | QUAKERTOWN | PA | 18951 | NONE | PC | OPERATIONS | $1,000 |
| QUAKERTOWN CARES | |||||||
| PO BOX 9005 | QUAKERTOWN | PA | 18951 | NONE | PC | OPERATIONS | $15,000 |
| RSPA SCHOLARSHIP FUND | |||||||
| 10130 PERIMETER PARKWAY | CHARLOTTE | NC | 28216 | NONE | PC | SCHOLARSHIP | $1,000 |
| UNITED SERVICE ORGANIZATION | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | NONE | PC | OPERATIONS | $1,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | JA ECONOMICS FOR SUCCESS - FINANCIAL LITERACY PROGRAM FOR HAZELTON SD - SPRING 2014 | $3,500 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | JA ECONOMICS FOR SUCCESS - FINANCIAL LITERACY "COLLEGE BOUND" PROGRAM - FALL 2015 | $10,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | |||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | NONE | PC | JA ECONOMICS FOR SUCCESS - FINANCIAL LITERACY PROGRAM FOR POTTSTOWN SD - 2014-15 SCHOOL YEAR | $3,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 399 MARKET STREET SUITE 102 | PHILADELPHIA | PA | 19106 | NONE | PC | OPERATIONS | $250 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | PC | OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,350 | 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 | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $308,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $308,174 | 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 | $274,550 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 2 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $274,800 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 3 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $198,750 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 4 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $165,763 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 5 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $238,080 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 SHS OF AMERICAN ELECTRIC POWER | $274,550 | 2015-12-04 |
| 2 | 15,000 SHS OF CORNING COMMON STOCK | $274,800 | 2015-12-04 |
| 3 | 2,000 SHS PEPSICO COMMON STOCK | $198,750 | 2015-12-04 |
| 4 | 2,500 SHS OF JP MORGAN CHASE COMMON STOCK | $165,763 | 2015-12-04 |
| 5 | 2,000 SHS KIMBERLY CLARK COMMON STOCK | $238,080 | 2015-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $4,183,489 | EOYBookValueAmt |
| EOYFMV | $4,451,525 | 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 | $141,546 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE/EMAIL | $99 | $0 | $99 |
| INSURANCE | $998 | $0 | $998 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 TAX DUE | $16 | $0 | $0 |
| 2015 ESTIMATED PAYMENT | $1,520 | $0 | $0 |
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