ZUSCHLAG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZUSCHLAG FAMILY FOUNDATION (EIN 52-2364513)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349103016
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:44:04-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 923320348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG GULF COAST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST KALISTE SALOOM ROAD STE | AddressLine1Txt |
| Address Line2 | 7100 | AddressLine2Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
| 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 | BETH LEBLANC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3372913302 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID EDMOND | PreparerPersonNm |
| PTIN | P01086254 | PTIN |
| Phone | 3372348431 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,269,319 | 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 | $8,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,602 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,602 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $724,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,657,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,922 | 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 | $8,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,067 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,162,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,855 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,648,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,648,683 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,365,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,755,405 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,272,922 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $138,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $333,302 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $332,811 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,903 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,903 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,590,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,752,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,269,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,590,133 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,590,133 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,162,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,590,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,752,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,590,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,752,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,590,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,162,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,752,293 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,752,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JPM ACCT 2003 | $306,305 | $300,623 | $5,682 | $5,682 | |
| JPM ACCT 2003 | $411,120 | $377,259 | $33,861 | $33,861 | |
| CAPITAL GAINS DIVIDENDS | $6,957 | $6,957 | $6,957 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,013 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,013 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,170 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,157 | OverpaymentAmt |
| Applied To ES Tax | $3,157 | 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 | ERIN E LEBLANC | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE 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 |
| RICHARD B ZUSCHLAG | ||||||||
| 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 | $2,220,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,023,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,294,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,294,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,245,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,013 | TotalTaxAmt |
| Distributable Before Adj | $160,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $160,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $160,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $482,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $258,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $473,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $294,632 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,780 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,590,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $322,447 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,913,385 | 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 | $258,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,655,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,602 | ExcessFromYear4Amt |
| Excess From Year3 | $473,785 | ExcessFromYear3Amt |
| Excess From Year2 | $294,632 | ExcessFromYear2Amt |
| Excess From Year1 | $282,780 | ExcessFromYear1Amt |
| Excess From Current Year | $322,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE ZUSCHLAG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 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 | DONATION | $5,000 |
| ACADIANA CENTER FOR THE ARTS | |||||||
| 101 W VERMILION ST | LAFAYETTE | LA | 70501 | NONE | PC | JAZZ BRUNCH SPONSORSHIP | $2,500 |
| ASCENSION EPISCOPAL SCHOOL | |||||||
| 1030 JOHNSTON ST | LAFAYETTE | LA | 70501 | NONE | PC | SCHOOL PROGRAM | $50,000 |
| BISHOP'S SERVICE APPEAL | |||||||
| DIOCESE OF LAFAYETTE 1408 CARMEL D | LAFAYETTE | LA | 70501 | NONE | PC | DONATION | $12,500 |
| CATHEDRAL OF ST JOHN EVANGELIST | |||||||
| 515 CATHEDRAL ST | LAFAYETTE | LA | 70501 | NONE | PC | DONATION | $10,000 |
| CATHOLIC CHARITIES OF ACADIANA | |||||||
| 400 SAINT JOHN ST | LAFAYETTE | LA | 70501 | NONE | PC | DONATION | $35,000 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 2600 JOHNSTON ST STE 200 | LAFAYETTE | LA | 70503 | NONE | PC | FALLEN HEROES FUND | $6,500 |
| CROSS CATHOLIC OUTREACH | |||||||
| 2700 N MILITARY TRAIL STE 300 | BOCA RATON | FL | 33427 | NONE | PC | DONATION | $2,500 |
| DAY ONE FOUNDATION | |||||||
| PO BOX 695 | BROUSSARD | LA | 70518 | NONE | PC | EVENT SPONSORSHIP | $1,600 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | DONATION | $20,000 |
| DYNAMIC CATHOLIC | |||||||
| 5081 OLYMPIC BLVD | ERLANGER | KY | 41018 | NONE | PC | DONATION | $37,500 |
| GEORGE & BARBARA BUSH FOUNDATION | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 77841 | NONE | PC | CENTENNIAL CAMPAIGN | $34,000 |
| HOLY FAMILY CATHOLIC SCHOOL HIGH SCHOOL SCHOLARSHIP FUND | |||||||
| 200 ST JOHN ST | LAFAYETTE | LA | 70501 | NONE | PC | DONATION | $2,500 |
| HUMANE SOCIETY OF LOUISIANA | |||||||
| PO BOX 740321 | NEW ORLEANS | LA | 70174 | NONE | PC | DONATION | $500 |
| OUR LADY OF WISDOM CHURCH | |||||||
| 501 E ST MARY BLVD | LAFAYETTE | LA | 70503 | NONE | PC | DONATION | $141,500 |
| PERFORMING ARTS SERVING ACADIANA | |||||||
| PO BOX 51974 | LAFAYETTE | LA | 70505 | NONE | PC | DONATION | $1,000 |
| RAGIN CAJUNS ATHLETIC FOUNDATION | |||||||
| PO BOX 43603 | LAFAYETTE | LA | 70506 | NONE | PC | CAPITAL CAMPAIGN | $10,000 |
| ST BERNARD CATHOLIC SCHOOL | |||||||
| 251 E BRIDGE ST | BREAUX BRIDGE | LA | 70517 | NONE | PC | DONATION | $10,000 |
| ST MARY MAGDALEN CATHOLIC CHURCH | |||||||
| 300 PERE MEGRET ST | ABBEVILLE | LA | 70510 | NONE | PC | HONDURAS MISSION | $2,500 |
| ST PIUS X CHURCH | |||||||
| PO BOX 80489 | LAFAYETTE | LA | 70598 | NONE | PC | SEMI-ANNUAL PLEDGE | $60,000 |
| ST TERESA CENTER FOR THE WORKS OF MERCY | |||||||
| 600 S MARTIN LUTHER KING DR | ST MARTINVILLE | LA | 70582 | NONE | PC | DONATION | $5,000 |
| THE CURRENT MEDIA | |||||||
| 313 JEFFERSON ST | LAFAYETTE | LA | 70501 | NONE | PC | DONATION | $1,250 |
| THE LOUISIANA MUSEUM FOUNDATION | |||||||
| 1000 BOURBON ST B429 | NEW ORLEANS | LA | 70116 | NONE | PC | DONATION | $7,500 |
| UNITED WAY OF ACADIANA | |||||||
| 215 E PINHOOK RD | LAFAYETTE | LA | 70501 | NONE | PC | ANNUAL PLEDGE | $20,000 |
| USH ONE SEE | |||||||
| PO BOX 14126 | NEW IBERIA | LA | 70562 | NONE | PC | DONATION | $1,250 |
| ST JOHN THE EVANGELIST CATHOLIC CHURCH | |||||||
| 914 ST JOHN ST | LAFAYETTE | LA | 70501 | NONE | PC | DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,600 | 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 | $1,602 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,922 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELAINE ZUSCHLAG | ||||||
| 1 | 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | $3,500,000 | Yes (X) |
| ESTATE OF RICHARD E ZUSCHLAG | ||||||
| 2 | 108 ASTORIA LOOP | LAFAYETTE | LA | 70508 | $5,000,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $4,755,405 | EOYBookValueAmt |
| EOYFMV | $5,272,922 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $283,302 | $282,811 |
| INVESTMENT IN THINKGENETIC | FMV | $25,000 | $25,000 |
| INVESTMENT IN NEURORESCUE | FMV | $25,000 | $25,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,903 | EOYBookValueAmt |
| EOYFMV | $14,903 | EOYFMVAmt |
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 |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | 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 | $1,578 | $1,578 | $0 |
| FEDERAL EXCISE TAX PAYMENT | $3,489 | $3,489 | $0 |