ZUSCHLAG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZUSCHLAG FAMILY FOUNDATION (EIN 52-2364513)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-12
- IRS object ID
- 202231029349100308
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-12T10:19:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | C/O RICHARD E ZUSCHLAG TRUSTEE | BusinessNameLine2Txt |
| 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 | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ZUSCHLAG | PersonLastNm |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,942,011 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,026 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $503,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,685 | 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 |
| Other Prof Fees Rev And Expnss | $7,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $906 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,958 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $578,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $213,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,878 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $261,484 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $231,912 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $229,541 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $817,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $935,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,535,823 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $123,569 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $138,769 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,416,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,342,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,942,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,416,844 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,342,340 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,416,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,416,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,342,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,416,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,342,340 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN ST CAPITAL GAIN | 2021-12-31 | $206,481 | $180,605 | $25,876 | $25,876 |
| JP MORGAN LT CAPITAL GAIN | 2021-12-31 | $77,410 | $66,225 | $11,185 | $11,185 |
| CAPITAL GAIN DISTRIBUTIONS | 2021-12-31 | $13,965 | $13,965 | $13,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,026 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,331 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,331 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26 | OverpaymentAmt |
| Applied To ES Tax | $26 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | 1.00 | $0 | $0 | $0 |
| ELAINE ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD B ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH B ZUSCHLAG | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERIN E LEBLANC | ||||||||
| 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,703,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,951,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,951,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,922,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,305 | TotalTaxAmt |
| Distributable Before Adj | $94,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,583 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $156,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $276,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $493,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $281,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,465,208 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $473,785 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,938,993 | 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 | $156,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,782,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,066 | ExcessFromYear4Amt |
| Excess From Year3 | $493,348 | ExcessFromYear3Amt |
| Excess From Year2 | $258,139 | ExcessFromYear2Amt |
| Excess From Year1 | $281,602 | ExcessFromYear1Amt |
| Excess From Current Year | $473,785 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 232-HELP | |||||||
| 1005 JEFFERSON ST | LAFAYETTE | LA | 70501 | NONE | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 110 VETERANS BLVD STE 160 | METAIRIE | LA | 70005 | NONE | PC | CPR KITS | $2,500 |
| BISHOP'S SERVICES APPEAL | |||||||
| 1408 CARMEL DRIVE | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL CONTRIBUTION | $6,000 |
| BRIDGE MINISTRY OF ACADIANA | |||||||
| PO BOX 62029 | LAFAYETTE | LA | 70596 | NONE | PC | GENERAL SUPPORT | $1,250 |
| CATHOLIC CHARITIES OF ACADIANA | |||||||
| PO BOX 3177 | LAFAYETTE | LA | 70502 | NONE | PC | GENERAL SUPPORT | $1,250 |
| CHILDREN'S HOSPITAL NEW ORLEANS | |||||||
| 200 HENRY CLAY AVE | NEW ORLEANS | LA | 70118 | NONE | PC | INSTALLMENT 3 OF 5 PLEDGE | $10,000 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 1035 CAMELLIA BLVD STE 100 | LAFAYETTE | LA | 70508 | NONE | PC | HOLY FAMILY CATHOLIC SCHOOL; SOLA GIVING DAY-DIOCESE OF LAFAYETTE-ST. JOSEPH HARDSHIP FUND; SOLA GIVING DAY-BRIDGE MINISTRY OF ACADIANA | $42,000 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | INSTALLMENT 1 OF 2 | $12,500 |
| DYNAMIC CATHOLIC INSTITUTE | |||||||
| 5081 OLYMPIC BLVD | ERLANGER | KY | 41018 | NONE | PC | PLEDGE INSTALLMENT 3 OF 3 | $12,500 |
| FOUNDATION FOR EXCELLENCE IN LOUISIANA PUBLIC BROADCASTING | |||||||
| 7733 PERKINS RD | BATAN ROUGE | LA | 70810 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HOGS FOR THE CAUSE | |||||||
| PO BOX 792300 | NEW ORLEANS | LA | 70129 | NONE | PC | PEDIATRIC CANCER | $1,250 |
| HOLY FAMILY CATHOLIC SCHOOL CO DIOCESE OF LAFAYETTE | |||||||
| 200 ST JOHN ST | LAFAYETTE | LA | 70501 | NONE | PC | GENERAL SUPPORT | $250,000 |
| HOSPICE OF ACADIANA FOUNDATION | |||||||
| 2600 JOHNSTON ST STE 200 | LAFAYETTE | LA | 70503 | NONE | PC | MEMORIAL & BUTTERFLY GARDEN | $8,333 |
| JUNIOR LEAGUE OF LAFAYETTE | |||||||
| 504 RICHLAND AVE | LAFAYETTE | LA | 70508 | NONE | PC | TINSEL & TREASURE | $2,500 |
| LAKE CHARLES CHARTER ACADEMY FOUNDATION INC | |||||||
| PO BOX 16747 | LAKE CHARLES | LA | 70616 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LSU FOUNDATION | |||||||
| 3796 NICHOLSON DRIVE | BATAN ROUGE | LA | 70802 | NONE | PC | PRESIDENT'S SCHOLARSHIP PROGRAM | $25,000 |
| NEW IBERIA MUSEUM FOUNDATION | |||||||
| PO BOX 14151 | NEW IBERIA | LA | 70562 | NONE | PC | BLANCO EXHIBIT | $10,000 |
| OPUS CHRISTI MAGNUM | |||||||
| PO BOX 3177 | LAFAYETTE | LA | 70502 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| OUR LADY OF FATIMA SCHOOL FOUNDATION | |||||||
| 2315 JOHNSTON ST | LAFAYETTE | LA | 70503 | NONE | PC | ROSS & BETH LEBLANC DONATION/BLAISE & MONICA ZUSCHLAG DONATION | $5,000 |
| PERFORMING ARTS SERVING ACADIANA | |||||||
| PO BOX 51974 | LAFAYETTE | LA | 70505 | NONE | PC | GENERAL SUPPORT | $500 |
| RAGIN CAJUNS ATHLETIC FOUNDATION | |||||||
| PO BOX 43603 | LAFAYETTE | LA | 70504 | NONE | SO I | QUARTERBACK CLUB | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN PA AND EASTERN OH | |||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | NONE | PC | RESTORE RIVERSIDE PARK FUND | $2,500 |
| SERVANTS OF THE LORD AND THE VIRGIN OF MATARA | |||||||
| 533 WEST TIODA ST | PHILADELPHIA | PA | 19140 | NONE | PC | TANZANIA MISSION | $500 |
| ST LA SALLE AUXILIARY | |||||||
| 917 ST JAHNCKE AVE | COVINGTON | LA | 70433 | NONE | PC | PROGRAM SUPPORT | $500 |
| ST MARY MAGDALEN CHURCH | |||||||
| PO BOX 1507 | ABBEVILLE | LA | 70511 | NONE | PC | GENERAL SUPPORT | $12,500 |
| ST PIUS X CHURCH | |||||||
| PO BOX 80489 | LAFAYETTE | LA | 705980489 | NONE | PC | ANNUAL CONTRIBUTION | $60,000 |
| ST THOMAS MORE CATHOLIC HIGH SCHOOL | |||||||
| 450 E FARREL RD | LAFAYETTE | LA | 70508 | NONE | PC | PLEDGE INSTALLMENT 4 OF 5 | $37,500 |
| THE CURRENT MEDIA INC | |||||||
| 106 MEMORY LANE | LAFAYETTE | LA | 70506 | NONE | PC | GENERAL SUPPORT | $750 |
| THE NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE STREET | LAFAYETTE | LA | 70130 | NONE | PC | GENERAL SUPPORT | $1,250 |
| TIGER ATHLETIC FOUNDATION | |||||||
| PO BOX 711 | BATON ROUGE | LA | 70821 | NONE | PC | FOOTBALL OPERATIONS BUILDING FUND | $20,000 |
| UNITED WAY | |||||||
| 215 E PINHOOK RD | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL CONTRIBUTION | $20,000 |
| ACADIAN CENTRAL OFFICE | |||||||
| PO BOX 61144 | LAFAYETTE | LA | 70506 | NONE | NC | QUARTERLY DONATION FOR ALCOHOLICS | $375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,958 | 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 | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,026 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $875 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,560 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | $21,899 | $22,922 |
| ISHARES S&P 500 GROWTH ETF | $57,610 | $110,110 |
| ISHARES S&P 500 VALUE ETF | $58,164 | $88,496 |
| ISHARES RUSSELL 1000 VALUE E | $52,325 | $82,789 |
| ISHARES RUSSELL 1000 GROWTH | $52,354 | $100,234 |
| SIX CIRCLES US UNCONSTRAINED EQ | $175,636 | $235,717 |
| SPDR S&P 500 ETF TRUST | $105,674 | $401,341 |
| ISHARES CORE MSCI EAFE ETF | $17,759 | $21,870 |
| ISHARES MSCI EAFE INDEX FUND | $60,489 | $84,266 |
| JP MORGAN BETABUILDERS CANADA | $44,184 | $61,891 |
| SIX CIRCLES INTERNATIONAL | $150,992 | $169,848 |
| JPMORGAN BETABUILDERS EUROPE ETF | $47,106 | $53,288 |
| JPMORGAN BETABUILDERS JAPAN ETF | $43,959 | $52,161 |
| JPM BTABLDRS DEV ASIA X-JPN | $34,993 | $37,498 |
| FIDELITY INTL INDX-INST PRM | $12,675 | $13,392 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $231,912 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $229,541 | 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 | $17,659 | $17,731 |
| NEUBERGER BERMAN LONG SH-INS | FMV | $13,673 | $16,275 |
| BLACKSTONE ALT MULT-STRAT | FMV | $37,577 | $37,222 |
| PIMCO DYNAMIC BOND-INST | FMV | $17,822 | $17,541 |
| INVESTMENT IN THINKGENETIC | FMV | $25,000 | $25,000 |
| INVESTMENT IN NUERORESCUE | FMV | $25,000 | $25,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURE | Desc |
| Revenue And Expenses Per Books | $875 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $875 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN AGENCY FEES | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $7,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $906 | $906 | $0 |
| EXCISE TAXES PAID | $300 | $0 | $0 |