ZUSCHLAG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ZUSCHLAG FAMILY FOUNDATION (EIN 52-2364513)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-13
- IRS object ID
- 202321329349104282
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-13T00:32:10+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522364513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZUSCHLAG FAMILY FOUNDATION CO RICHARD E ZUSCHLAG TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZUSC | BusinessNameControlTxt |
| Phone | 3372913302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 ASTORIA LOOP | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ZUSCHLAG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3372913302 | PhoneNum |
| Signature | 2023-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,646,975 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $431,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,693 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,657 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,105 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $384,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $384,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,765 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $231,912 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $309,291 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $271,229 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $935,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $876,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,185,269 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $136,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $133,712 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,342,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,380,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,646,975 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,342,340 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,380,638 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,342,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,342,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,380,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,342,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33 | OtherIncreasesAmt |
| Subtotal | $1,380,638 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN ST CAPITAL GAIN | D | 2022-12-31 | $66,745 | $72,193 | -$5,448 | $0 | -$5,448 |
| JP MORGAN LT CAPITAL GAIN | D | 2022-12-31 | $74,577 | $79,194 | -$4,617 | $0 | -$4,617 |
| CAPITAL GAIN DISTRIBUTIONS | D | 2022-12-31 | $1,066 | $1,066 | $0 | $1,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,999 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $458 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $458 | SubtotalAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,308 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,308 | TotalPaymentsAndCreditsAmt |
| Overpayment | $850 | OverpaymentAmt |
| Applied To ES Tax | $850 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD ZUSCHLAG | IndividualWithBooksNm |
| Phone | 3372913302 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 ASTORIA LOOP | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| ELAINE ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| RICHARD B ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| JOSEPH B ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| ERIN E LEBLANC | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $1,612,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,830,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,830,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,802,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $458 | TotalTaxAmt |
| Distributable Before Adj | $89,678 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,678 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $384,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $276,066 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $493,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,139 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $473,785 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,782,940 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $384,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $294,632 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,077,572 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $276,066 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,801,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $493,348 | ExcessFromYear4Amt |
| Excess From Year3 | $258,139 | ExcessFromYear3Amt |
| Excess From Year2 | $281,602 | ExcessFromYear2Amt |
| Excess From Year1 | $473,785 | ExcessFromYear1Amt |
| Excess From Current Year | $294,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD ZUSCHLAG | ContributingManagerNm |
| Contributing Manager | ELAINE ZUSCHLAG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIANA SYMPHONY ASSOCIATION | |||||||
| 412 TRAVIS STREET | LAFAYETTE | LA | 70503 | NONE | PC | GENERAL SUPPORT | $1,250 |
| BISHOP'S SERVICES APPEAL | |||||||
| 1408 CARMEL DRIVE | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL DONATION | $10,000 |
| BOY SCOUTS OF AMERICA - EVANGELINE AREA COUNCIL | |||||||
| 2266 SOUTH COLLEGE ROAD STE E | LAFAYETTE | LA | 70508 | NONE | PC | GENERAL SUPPORT | $2,500 |
| BRIDGE MINISTRY OF ACADIANA | |||||||
| PO BOX 62029 | LAFAYETTE | LA | 70596 | NONE | PC | SOLA - GIVING DAY | $500 |
| BRIDGE MINISTRY OF ACADIANA | |||||||
| PO BOX 62029 | LAFAYETTE | LA | 70596 | NONE | PC | GENERAL SUPPORT | $1,250 |
| CHILDREN'S HOSPITAL NEW ORLEANS | |||||||
| 200 HENRY CLAY AVE | NEW ORLEANS | LA | 70118 | NONE | PC | PLEDGE INSTALLMENT 4 OF 5 | $10,000 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 1035 CAMELLIA BLVD STE 100 | LAFAYETTE | LA | 70508 | NONE | PC | PLEDGE INSTALLMENT 1 OF 2 | $5,000 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | H. Dale Hall Endowment Professorship at LSU, Lafayette Sponsors Banquet, Underwriter, Lafayette Wings Over Water | $20,465 |
| DYNAMIC CATHOLIC INSTITUTE | |||||||
| 5081 OLYMPOC BLVD | ERLANGER | KY | 41018 | NONE | PC | GENERAL SUPPORT | $12,500 |
| HOSPICE OF ACADIANA FOUNDATION | |||||||
| 2600 JOHNSTON ST STE 200 | LAFAYETTE | LA | 70503 | NONE | PC | SOLA - GIVING DAY | $500 |
| HUMANE SOCIETY OF LOUISIANA | |||||||
| PO BOX 740321 | NEW ORLEANS | LA | 70174 | NONE | PC | GENERAL SUPPORT | $500 |
| JUNIOR LEAGUE OF LAFAYETTE | |||||||
| 504 RICHLAND AVE | LAFAYETTE | LA | 70508 | NONE | PC | SPONSORSHIP | $5,000 |
| LSU FOUNDATION | |||||||
| 3796 NICHOLSON DRIVE | BATON ROUGE | LA | 70802 | NONE | PC | LSU SCHOLARSHIP FUND | $30,000 |
| NSU FOUNDATION | |||||||
| 535 UNIVERSITY PARKWAY | NATCHITOCH | LA | 71497 | NONE | PC | JEFF WEST SCHOLARSHIP FUND DONATION | $500 |
| OPUS CHRISTI MAGNUM | |||||||
| PO BOX 3177 | LAFAYETTE | LA | 70502 | NONE | PC | EVENING W/THE BISHOP SPONSORSHIP | $10,000 |
| OUR LADY OF FATIMA SCHOOL FOUNDATION | |||||||
| 2315 JOHNSTON ST | LAFAYETTE | LA | 70501 | NONE | PC | PAVE THE WAY PLEDGE | $15,000 |
| PERFORMING ARTS SERVING ACADIANA | |||||||
| PO BOX 51974 | LAFAYETTE | LA | 70505 | NONE | PC | MEMBERSHIP DONATION | $500 |
| ST PIUS X CHURCH | |||||||
| PO BOX 80489 | LAFAYETTE | LA | 705980489 | NONE | PC | ANNUAL PLEDGE 1 OF 2 | $30,000 |
| ST PIUS X CHURCH | |||||||
| PO BOX 80489 | LAFAYETTE | LA | 705980489 | NONE | PC | ANNUAL PLEDGE 2 OF 2 | $30,000 |
| ST THOMAS MORE CATHOLIC HIGH SCHOOL | |||||||
| 450 E FARREL RD | LAFAYETTE | LA | 70508 | NONE | PC | ENVISION CAMPAIGN, INSTALLMENT 5 OF 5 | $37,500 |
| TIGER ATHLETIC FOUNDATION | |||||||
| PO BOX 711 | BATON ROUGE | LA | 70821 | NONE | PC | FOOTBALL OPERATIONS PLEDGE, INSTALLMENT 4 OF 5 | $20,000 |
| UNITED WAY OF ACADIANA | |||||||
| 215 E PINHOOK RD | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL PLEDGE | $20,000 |
| CARMELITE MONASTERY | |||||||
| 1250 Carmel Dr | Lafayette | LA | 70501 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CROSS CATHOLIC OUTREACH | |||||||
| 2700 N MILITARY TRAIL STE 300 | BOCA RATON | FL | 33427 | NONE | PC | HAITI MISSION SPONSORSHIP | $5,000 |
| FRIENDS OF LOUISIANA POLITICAL MUESUM | |||||||
| 499 E MAIN STREET | WINFIELD | LA | 71483 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JESUITS USA CENTRAL AND SOUTHERN PROVINCE | |||||||
| 4511 W PINE BLVD | ST LOUIS | MO | 63108 | NONE | PC | DONATION IN MEMORY OF JANET KNAPP, AND DONATION | $5,000 |
| LIGHT FOR UKRAINE | |||||||
| 5016 SPEDALE CT 228 | SPRING HILL | TN | 37174 | NONE | PC | DONATION | $2,500 |
| MONROE CARELL JR CHILDREN'S HOSPITAL AT VANDERBILT | |||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | NONE | PC | DONATION TO PROJECT ADAM | $9,000 |
| OUR LADY OF WISDOM | |||||||
| 501 E ST MARY BLVD | LAFAYETTE | LA | 70503 | NONE | PC | RAGIN CAJUN CATHOLICS MINISTRY PARTNER PLEDGE | $2,500 |
| OUR LADY OF WISDOM | |||||||
| 501 E ST MARY BLVD | LAFAYETTE | LA | 70503 | NONE | PC | RAGIN CAJUN CATHOLICS - SOLA - GIVING DAY | $500 |
| RICHARD LIPSEY ENDOWED SCHOLARSHIP FUND | |||||||
| LSU College of the Coast Env | Baton Rouge | LA | 70803 | NONE | PC | SCHOLARSHIP FUND | $20,000 |
| SACRED HEART CATHOLIC CHURCH | |||||||
| 200 W Main St | Broussard | LA | 70518 | NONE | PC | ONE HEART BUILDING PROJECT, INSTALLMENT 1 OF 2 | $25,000 |
| SISTERS OF THE HOLY FAMILY | |||||||
| 6901 CHEF MENTEUR BLVD | NEW ORLEANS | LA | 70126 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST ANNE CATHOLIC CHURCH | |||||||
| 201 Church St | Youngsville | LA | 70592 | NONE | PC | NEW CHURCH BUILDING PROJECT, INSTALLMENT 1 OF 2 | $25,000 |
| UL LAFAYETTE ALUMNI ASSOCIATION | |||||||
| PO BOX 40151 | LAFAYETTE | LA | 70504 | NONE | PC | SPRING GALA SPONSORSHIP, HONORING HERB SCHILLING | $2,500 |
| USH ONE SEE | |||||||
| 33 OAK PLACE | NEW IBERIA | LA | 70563 | NONE | PC | 5K-1 MILE RUN FUN SPONSORSHIP | $1,250 |
| UNITED WAY OF ACADIANA | |||||||
| 215 E PINHOOK RD | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL PLEDGE 2 OF 2 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $384,215 | 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 | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,999 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,694 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AND ELAINE ZUSCHLAG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 ASTORIA LOOP | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX-FD-AL | $39,642 | $34,885 |
| ISHARES S&P 500 GROWTH ETF | $57,610 | $76,986 |
| ISHARES S&P 500 VALUE ETF | $58,164 | $81,965 |
| ISHARES RUSSELL 1000 VALUE E | $52,325 | $74,763 |
| ISHARES RUSSELL 1000 GROWTH | $52,354 | $70,271 |
| SIX CIRCLES US UNCONSTRAINED EQ | $178,037 | $183,279 |
| SPDR S&P 500 ETF TRUST | $105,674 | $323,153 |
| ISHARES CORE MSCI EAFE ETF | $0 | $0 |
| ISHARES MSCI EAFE INDEX FUND | $58,835 | $68,463 |
| JP MORGAN BETABUILDERS CANADA | $44,184 | $52,764 |
| SIX CIRCLES INTERNATIONAL | $150,992 | $142,305 |
| JPMORGAN BETABUILDERS EUROPE ETF | $0 | $0 |
| JPMORGAN BETABUILDERS JAPAN ETF | $43,959 | $42,520 |
| JPM BTABLDRS DEV ASIA X-JPN | $34,993 | $33,915 |
| FIDELITY INTL INDX-INST PRM | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $309,291 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $271,229 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EVNT DRVN EQ-INST | FMV | $17,903 | $17,528 |
| NEUBERGER BERMAN LONG SH-INS | FMV | $14,511 | $15,000 |
| BLACKSTONE ALT MULT-STRAT | FMV | $37,577 | $35,524 |
| PIMCO DYNAMIC BOND-INST | FMV | $17,822 | $15,660 |
| INVESTMENT IN THINKGENETIC | FMV | $25,000 | $25,000 |
| INVESTMENT IN NEURORESCUE | FMV | $25,000 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH ADJUSTMENT | Desc |
| Amt | $33 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN AGENCY FEES | CategoryTxt |
| Amt | $6,657 | Amt |
| Net Investment Income | $6,657 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,105 | $1,105 |
| EXCISE TAXES PAID | $1,357 |