ZUSCHLAG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZUSCHLAG FAMILY FOUNDATION (EIN 52-2364513)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202131259349103438
- Schema version
- 2020v4.1
- 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
- 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 | 2021-05-05T16:13:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-05 | 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 | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,830,798 | 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 | $325,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $869,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,922 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $369,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,938 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $753 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,967 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $255,444 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $261,484 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $279,368 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $933,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $817,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,213,316 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $128,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,569 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $124,147 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,415,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,416,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,830,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,415,417 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,416,844 | 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 | $1,415,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,416,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,415,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,416,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,415,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,416,844 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,416,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2020-12-31 | $6,146 | $6,146 | $6,146 | |
| JP MORGAN ST CAPITAL LOSS | 2020-12-31 | $329,011 | -$17,861 | -$17,861 | $346,872 |
| JP MORGAN LT CAPITAL GAIN | 2020-12-31 | $534,305 | $24,637 | $24,637 | $509,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,922 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,844 | 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 | $1,844 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,331 | OverpaymentAmt |
| Applied To ES Tax | $1,331 | 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 | $1,429,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,548,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,548,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,524,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $513 | TotalTaxAmt |
| Distributable Before Adj | $75,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $218,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $156,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $276,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $493,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $258,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,401,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,683,556 | 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 | $218,348 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,465,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $156,053 | ExcessFromYear4Amt |
| Excess From Year3 | $276,066 | ExcessFromYear3Amt |
| Excess From Year2 | $493,348 | ExcessFromYear2Amt |
| Excess From Year1 | $258,139 | ExcessFromYear1Amt |
| Excess From Current Year | $281,602 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 232-HELP | |||||||
| PO BOX 52763 | LAFAYETTE | LA | 70501 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ACADIAN CENTRAL OFFICE | |||||||
| PO BOX 61144 | LAFAYETTE | LA | 70506 | NONE | NC | QUARTERLY DONATION FOR ALCOHOLICS | $500 |
| AMIKIDS INC | |||||||
| 611 CELESTINE LA TORTUE RD | BRANCH | LA | 70516 | NONE | PC | GENERAL SUPPORT | $2,500 |
| AOC COMMUNITY MEDIA | |||||||
| PO BOX 3363 | LAFAYETTE | LA | 70502 | NONE | PC | THE CURRENT | $750 |
| BISHOP'S SERVICES APPEAL | |||||||
| 1408 CARMEL DRIVE | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL CONTRIBUTION | $6,000 |
| BOYS & GIRLS CLUB OF LOUISIANA | |||||||
| PO BOX 51503 | LAFAYETTE | LA | 70505 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BOYS & GIRLS CLUBS OF ACADIANA | |||||||
| PO BOX 62166 | LAFAYETTE | LA | 70596 | NONE | PC | PLEDGE INSTALLMENT 5 OF 5 | $1,500 |
| CARMELITE MONASTERY | |||||||
| 1250 CARMEL DRIVE | LAFAYETTE | LA | 70501 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CATHOLIC CHARITIES OF ACADIANA | |||||||
| 405 ST JOHN ST | LAFAYETTE | LA | 70502 | NONE | PC | GENERAL SUPPORT | $1,250 |
| CARDINAL TIMOTHY DOLAN | |||||||
| 1011 1ST AVENUE | NEW YORK | NY | 10022 | NONE | NC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S HOSPITAL NEW ORLEANS | |||||||
| 200 HENRY CLAY AVE | NEW ORLEANS | LA | 70118 | NONE | PC | INSTALLMENT 2 OF PLEDGE | $10,000 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 1035 CAMELLIA BLVD STE 100 | LAFAYETTE | LA | 70508 | NONE | PC | SOLA GIVING DAY; CATH. CHARITIES OF ACADIANA; BOYS & GIRLS CLUB; 232-HELP; PASA; LOVE OUR CMNTY RELIEF FND | $29,500 |
| DIOCESE OF LAFAYETTE | |||||||
| 1408 CARMEL DRIVE | LAFAYETTE | LA | 70501 | NONE | PC | FINAL INSTALLMENT PLEDGE/COVID RELIEF | $20,000 |
| DYNAMIC CATHOLIC INSTITUTE | |||||||
| 5081 OLYMPIC BLVD | ERLANGER | KY | 41018 | NONE | PC | PLEDGE INSTALLMENT 2 OF 3 | $10,000 |
| ENDOWMENT OF THE UNITED STATES INSTITUTE OF PEACE | |||||||
| 2301 CONSTITUTION AVE NW | WASHINGTON | DC | 20037 | NONE | PC | FINAL PLEDGE INSTALLMENT | $25,000 |
| HOSPICE OF ACADIANA FOUNDATION | |||||||
| 2600 JOHNSTON ST STE 200 | LAFAYETTE | LA | 70503 | NONE | PC | MEMORIAL & BUTTERFLY GARDEN | $8,333 |
| JESUITS USA CENTRAL AND SOUTHERN PROVINCE | |||||||
| 4511 W PINE BLVD | ST LOUIS | MO | 63108 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NEW IBERIA MUSEUM FOUNDATION | |||||||
| PO BOX 14151 | NEW IBERIA | LA | 70562 | NONE | PC | THE KATHLEEN BABINEAUX BLANCO EXHIBIT, BAYOU TECHE MUSEUM | $5,000 |
| OCHSNER HEALTH SYSTEM | |||||||
| 1514 JEFFERSON HWY BRENT HOUSE 607 | NEW ORLEANS | LA | 70121 | NONE | PC | WILLIAM A. OLIVER CARDIOLOGY FUND | $2,500 |
| OPUS CHRISTI MAGNUM | |||||||
| PO BOX 3177 | LAFAYETTE | LA | 70502 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| OUR FUTURE OUR FAMILY | |||||||
| PO BOX 64512 | BATON ROUGE | LA | 70896 | NONE | PC | GENERAL SUPPORT | $500 |
| OUR LADY OF FATIMA SCHOOL FOUNDATION | |||||||
| 2315 JOHNSTON ST | LAFAYETTE | LA | 70503 | NONE | PC | ROSS & BETH LEBLANC DONATION/BLAISE & MONICA ZUSCHLAG DONATION | $5,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 215 E PINHOOK RD | LAFAYETTE | LA | 705018533 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST LA SALLE AUXILIARY | |||||||
| 917 S JAHNCKE AVE | COVINGTON | LA | 70433 | NONE | PC | PROGRAM SUPPORT | $500 |
| ST MARY MAGDALEN CHURCH | |||||||
| PO BOX 1507 | ABBEVILLE | LA | 705111507 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ST PATRICK'S CATHEDRAL | |||||||
| 5TH AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST PAUL CATHOLIC CHURCH | |||||||
| 326 S WASHINGTON ST | LAFAYETTE | LA | 70501 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST PIUS X CHURCH | |||||||
| PO BOX 80489 | LAFAYETTE | LA | 705980489 | NONE | PC | ANNUAL CONTRIBUTION | $80,000 |
| ST THOMAS MORE CATHOLIC HIGH SCHOOL | |||||||
| 450 E FARREL RD | LAFAYETTE | LA | 70508 | NONE | PC | PLEDGE INSTALLMENT 3 OF 5 | $37,500 |
| TEURLINGS HIGH SCHOOL | |||||||
| 139 TEURLINGS DRIVE | LAFAYETTE | LA | 70501 | NONE | PC | BLAIR & SARA ZUSCHLAG | $2,500 |
| THE FRIENDS OF THE LOUISIANA POLITICAL MUSEUM | |||||||
| 499 EAST MAIN ST | WINNFIELD | LA | 71483 | NONE | PC | GENERAL SUPPORT | $500 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,833 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,922 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,938 | 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 | $325,000 | 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 | $36,037 | $44,911 |
| ISHARES S&P 500 GROWTH ETF | $57,610 | $83,987 |
| ISHARES S&P 500 VALUE ETF | $58,164 | $72,331 |
| ISHARES RUSSELL 1000 VALUE E | $58,162 | $74,928 |
| ISHARES RUSSELL 1000 GROWTH | $57,621 | $87,052 |
| SIX CIRCLES US UNCONSTRAINED EQ | $121,338 | $160,725 |
| SPDR S&P 500 ETF TRUST | $105,674 | $315,929 |
| ISHARES CORE MSCI EAFE ETF | $17,759 | $20,243 |
| ISHARES MSCI EAFE INDEX FUND | $60,489 | $78,140 |
| JP MORGAN BETABUILDERS CANADA | $44,184 | $49,421 |
| SIX CIRCLES INTERNATIONAL | $105,254 | $111,308 |
| JPMORGAN BETABUILDERS EUROPE ETF | $13,004 | $15,750 |
| JPMORGAN BETABUILDERS JAPAN ETF | $39,172 | $48,384 |
| JPM BTABLDRS DEV ASIA X-JPN | $13,996 | $17,264 |
| ISHARES CORE MSCI EMERGING | $29,360 | $32,943 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $261,484 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $279,368 | 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 | $13,620 | $13,879 |
| NEUBERGER BERMAN LONG SH-INS | FMV | $13,491 | $14,932 |
| BLACKSTONE ALT MULT-STRAT | FMV | $32,230 | $30,736 |
| PIMCO MTRG OPP & BND-INST | FMV | $14,228 | $14,600 |
| 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 | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN AGENCY FEES | CategoryTxt |
| Amt | $6,275 | Amt |
| Net Investment Income | $6,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES PAID | $2,650 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $753 | $753 | $0 | $0 |