Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 09-01-2017 , and ending 08-31-2018
Name of foundation
A HAYS ZIEMAN & CHRISTINE B ZIEMAN
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)REGIONS BANK TRUSTEE PO DRAWER 1628
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL366331628
A Employer identification number

63-6193867
B Telephone number (see instructions)

(251) 438-8260
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,244,268
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 28,855 28,855  
5a Gross rents............ 1,750 1,750  
b Net rental income or (loss) 1,680
6a Net gain or (loss) from sale of assets not on line 10 19,971
b Gross sales price for all assets on line 6a 371,466
7 Capital gain net income (from Part IV, line 2)... 19,971
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 50,576 50,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,965 16,965   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,475 0   2,475
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 390 228   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,575 75   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,405 17,268   3,975
25 Contributions, gifts, grants paid....... 55,095 55,095
26 Total expenses and disbursements. Add lines 24 and 25 76,500 17,268   59,070
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,924
b Net investment income (if negative, enter -0-) 33,308
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 26,501 15,899 15,899
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 114,816 Click to see attachment81,112 82,177
b Investments—corporate stock (attach schedule)....... 279,734 Click to see attachment224,422 341,379
c Investments—corporate bonds (attach schedule)....... 245,066 Click to see attachment262,623 260,396
11 Investments—land, buildings, and equipment: basis bullet7,500
Less: accumulated depreciation (attach schedule) bullet   7,500 7,500 16,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 425,992 Click to see attachment482,563 528,417
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,099,609 1,074,119 1,244,268
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,099,609 1,074,119
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,099,609 1,074,119
30 Total liabilities and net assets/fund balances (see instructions). 1,099,609 1,074,119
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,099,609
2
Enter amount from Part I, line 27a .....................
2
-25,924
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
434
4
Add lines 1, 2, and 3 ..........................
4
1,074,119
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,074,119
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES 2017 P    
b PUBLICLY TRADED SECURITIES 2018 P    
c PUBLICLY TRADED SECURITIES 2018 P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 127,224   128,862 -1,638
b 48,345   53,178 -4,833
c 189,838   169,455 20,383
d 6,059     6,059
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -1,638
b       -4,833
c       20,383
d       6,059
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 19,971
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 126,221 1,226,297 0.102929
2017 1,600 1,214,888 0.001317
2016 67,695 1,309,636 0.051690
2015 70,304 1,328,396 0.052924
2014 57,803 1,276,442 0.045284
2
Total of line 1, column (d) .....................
2
0.254144
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050829
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,244,454
5
Multiply line 4 by line 3......................
5
63,254
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
333
7
Add lines 5 and 6........................
7
63,587
8
Enter qualifying distributions from Part XII, line 4,.............
8
59,070
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 666
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 666
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 666
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 81
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 81
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 603
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPARTMENT Telephone no.bullet (251) 438-8077

    Located atbullet11 NORTH WATER ST 28TH FLOORMOBILEAL ZIP+4bullet36602
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REGIONS BANK TRUSTEE
    3.00
    16,965 0 0
    POST OFFICE DRAWER 1628
    MOBILE,AL36633
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,188,514
    b
    Average of monthly cash balances.......................
    1b
    63,517
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,374
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,263,405
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,263,405
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,951
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,244,454
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    62,223
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    62,223
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    666
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    666
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    61,557
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    61,557
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    61,557
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    59,070
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    59,070
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    59,070
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 61,557
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018...... 18,559
    fTotal of lines 3a through e........ 18,559
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 59,070
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 59,070
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 2,487 2,487
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,072
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    16,072
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018.... 16,072
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CARMELITE MONASTERY
    716 DAUPHIN ISLAND PARKWAY
    MOBILE,AL36606
      PC GENERAL OPERATIONS 6,122
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MOBILE
    400 GOVERNMENT STREET
    MOBILE,AL36602
      PC GENERAL OPERATIONS 6,122
    LITTLE SISTERS OF THE POOR
    1655 MCGILL AVENUE
    MOBILE,AL36606
      PC GENERAL OPERATIONS 6,122
    PROVIDENCE HOSPITAL
    6801 AIRPORT BLVD
    MOBILE,AL36608
      PC GENERAL OPERATIONS 6,122
    SISTERS OF MERCY
    101 W WIMBLEDON
    MOBILE,AL36608
      PC GENERAL OPERATIONS 6,122
    SISTERS OF THE VISITATION
    2300 SPRING HILL AVENUE
    MOBILE,AL36607
      PC GENERAL OPERATIONS 6,122
    SPRINGHILL COLLEGE
    4000 DAUPHIN STREET
    MOBILE,AL36608
      PC GENERAL OPERATIONS 6,121
    ST MARY'S CATHOILC CHURCH
    1413 OLD SHELL ROAD
    MOBILE,AL36604
      PC GENERAL OPERATIONS 6,121
    TULANE UNIVERSITY SCHOOL OF MEDICINE
    1430 TULANE AVENUE
    NEW ORLEANS,LA70112
      PC GENERAL OPERATIONS 6,121
    Total .................................bullet 3a 55,095
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 28,855  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,680  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 19,971  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 50,506 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    50,506
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION 2,475 0   2,475

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS, CO -- 5,000 4,997 4,960
    AMGEN INC -- 5,000 4,992 4,719
    APPLE INC -- 5,000 4,991 4,881
    APPLE INC, CALLABLE - 5,000 4,962 4,823
    AT&T INC -- 5,000 4,848 4,649
    BANK OF AMERICA CORP -- 4,000 3,756 4,631
    BANK OF MONTREAL -- 5,000 4,998 4,949
    BIOGEN INC - 9,000 10,183 9,966
    CAPITAL ONE FINL CORP - 5,000 4,998 4,949
    CISCO SYSTEMS INC -- 5,000 5,000 4,655
    CITIGROUP INC -- 7,000 6,992 6,919
    COMCAST CORP - 5,000 4,770 4,532
    COMCAST CORP - 5,000 5,153 5,119
    FIFTH THIRD BANK -- 5,000 5,005 4,880
    FORD MOTOR CO.-- 5,000 5,070 4,939
    GENERAL ELECTRIC -- 5,000 5,108 5,243
    GILEAD SCIENCIES -- 5,000 4,992 4,955
    GOLDMAN SACHS GROUP - 5,000 5,031 5,106
    IBM INC -- 5,000 4,984 4,970
    INTEL CORP -- 5,000 4,981 5,053
    JOHN DEERE CAP CORP -- 5,000 4,999 4,980
    JP MORGAN CHASE - 10,000 10,247 9,781
    KROGER CO BOND - 6,000 5,884 5,404
    MOLSON COORS BREWING CO -- 5,000 4,986 5,088
    MORGAN STANLEY -- 5,000 5,026 4,877
    MORGAN STANLEY -- 5,000 5,008 4,960
    ORACLE CORP -- 5,000 4,988 4,879
    PRUDENTIAL FINL INC -- 5,000 5,004 5,145
    SHELL INTL FIN --5,000 4,989 4,964
    SUNTRUST BANKS -- 5,000 4,993 4,883
    TOYOTA MOTOR CREDIT -- 5,000 4,987 5,045
    VALERO ENERGY CORP - 5,000 4,945 4,768
    VERIZON COMM -- 4,000 4,083 4,555
    WAL MART STORES -- 5,000 4,989 5,062
    WALGREENS BOOTS ALLIANCE -- 5,000 5,020 4,946
    WELLS FARGO CO -- 5,000 4,989 4,928
    AIR LEASE CORP -- 5,000 4,921 4,932
    AMERICAN HONDA FINL CORP -- 7,000 6,990 6,939
    CSX CORP -- 5,000 4,997 4,951
    CVS HEALTH CORP -- 5,000 5,009 5,003
    DUKE ENERGY CORP -- 5,000 4,887 4,817
    GOLDMAN SACHS GROUP - 5,000 4,939 4,855
    WELLS FARGO CO -- 5,000 4,998 4,933
    BANK OF NOVA SCOTIA -- 5,000 4,907 4,912
    EQUINOR ASA -- 5,000 5,070 5,077
    LLOYDS BANKING GROUP - 5,000 5,004 4,924
    CHARLES SCHWAB CORP -- 5,000 5,003 5,016
    TOYOTA MOTOR CREDIT -- 5,000 4,995 4,992
    PROVIDENCE OF B.C. CANADA - 5,000 4,955 4,957
    ROYAL BANK OF CANADA - 5,000 5,000 4,925

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIR PRODUCTS INC 2,294 2,827
    AMAZON.COM INC 6,827 16,102
    ANALOG DEVICES INC 2,285 2,965
    APPLE INC 6,816 18,210
    AT&T INC 5,722 5,142
    BLACKROCK INC 1,910 4,791
    CARNIVAL CORP 4,620 5,042
    CELGENE CORP 2,152 2,456
    CHEVRON CORP 6,639 7,581
    CHUBB LTD 6,517 7,844
    CISCO SYSTEMS INC 2,208 6,688
    CITIGROUP INC 3,297 5,201
    COGNIZANT TECH SOLUTIONS 5,361 7,923
    DOLLAR GENERAL CORP 3,086 3,555
    EATON CORP 6,597 8,731
    ECOLAB INC 2,050 3,010
    ELI LILLY & CO 5,229 6,762
    EXPRESS SCRIPTS CO 3,716 5,105
    EXXON MOBIL CORO 5,059 5,211
    FACEBOOK INC - A 5,146 9,841
    HOME DEPOT INC 4,565 6,625
    HONEYWELL INTL INC 4,329 9,066
    INTUIT INC. 2,642 6,584
    JB HUNT TRANSPORTATION 4,734 6,037
    JP MORGAN CHASE 3,753 10,885
    LYONDELLBASELL INDUSTRIES 2,740 4,173
    MCDONALDS CORP 6,057 8,274
    MERCK & CO 1,732 3,361
    NEXTERA ENERGY INC 1,459 4,593
    PALO ALTO NETWORKS INC 2,766 4,392
    PEPSICO INC 5,834 6,945
    PFIZER INC 5,380 6,353
    PRUDENTIAL FINL INC 2,598 4,421
    STRYKER CORP 2,691 4,744
    SUNTRUST BANKS INC 6,520 11,770
    THERMO FISHER INC 822 5,260
    UNION PAC CORP 2,582 4,970
    UNITED TECH. CORP 4,912 8,165
    VERIZON COMM 4,058 6,089
    ALPHABET INC CLASS A 3,864 9,854
    ALPHABET INC CLASS C 1,564 6,091
    BANK OF AMERICA CORP 8,307 7,980
    CONTINENTIAL RESOURCES INC 3,918 5,276
    EOG RESOURCES INC 5,510 5,557
    GOLDMAN SACHS GROUP INC 4,000 3,567
    ROSS STORES INC 2,884 2,969
    UNITEDHEALTH GROUP INC 5,361 6,443
    MICROSOFT CORP 13,460 16,063
    UPS INC 5,585 6,144
    WAL-MART STORES INC 5,299 5,847
    ZOETIS INC 4,332 4,258
    CF INDUSTRIES HLDS INC 2,633 3,636

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    US Government Securities - End of Year Book Value:

    81,112
    US Government Securities - End of Year Fair Market Value:

    82,177
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2017 InvestmentsOtherSchedule2
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN MID CAP FD AT COST 18,000 22,369
    BARON EMER MKTS FD AT COST 67,234 68,508
    FHLMC -- 11,000 AT COST 15,460 14,680
    FNMA AT COST 4,617 4,715
    FANNIE MAE POOL -- 636 AT COST 652 691
    FANNIE MAE POOL -- 3217 AT COST 3,306 3,508
    FANNIE MAE POOL -- 175 AT COST 173 191
    FANNIE MAE POOL -- 1387 AT COST 1,459 1,482
    FANNIE MAE POOL -- 373 AT COST 361 384
    FANNIE MAE POOL -- 293 AT COST 311 319
    FANNIE MAE POOL -- 185 AT COST 190 204
    FANNIE MAE POOL -- 194 AT COST 201 214
    FANNIE MAE POOL -- 562 AT COST 603 621
    FANNIE MAE POOL -- 412 AT COST 413 455
    FANNIE MAE POOL -- 222 AT COST 221 227
    FANNIE MAE POOL -- 4303 AT COST 4,383 4,303
    FANNIE MAE POOL -- 32 AT COST 31 33
    FANNIE MAE POOL -- 305 AT COST 306 333
    FANNIE MAE POOL -- 271 AT COST 272 299
    FANNIE MAE POOL -- 253 AT COST 255 263
    FANNIE MAE POOL -- 164 AT COST 166 178
    FANNIE MAE POOL -- 958 AT COST 997 982
    FANNIE MAE POOL -- 2367 AT COST 2,438 2,394
    FANNIE MAE POOL -- 680 AT COST 701 701
    FANNIE MAE POOL -- 756 AT COST 792 792
    FANNIE MAE POOL -- 3335 AT COST 3,600 3,492
    FANNIE MAE POOL -- 2131 AT COST 2,242 2,136
    FANNIE MAE POOL -- 1422 AT COST 1,444 1,438
    FANNIE MAE POOL -- 3418 AT COST 3,593 3,506
    FANNIE MAE POOL -- 1794 AT COST 1,845 1,840
    FANNIE MAE POOL -- 1342 AT COST 1,373 1,376
    FANNIE MAE POOL -- 3225 AT COST 3,349 3,225
    FANNIE MAE POOL -- 1059 AT COST 1,107 1,108
    FANNIE MAE POOL -- 3311 AT COST 3,315 3,220
    FANNIE MAE POOL -- 2210 AT COST 2,205 2,216
    FANNIE MAE POOL -- 3593 AT COST 3,737 3,581
    FANNIE MAE POOL -- 9911 AT COST 10,137 10,159
    FANNIE MAE POOL -- 2217 AT COST 2,219 2,171
    FANNIE MAE POOL -- 2836 AT COST 2,903 2,768
    FANNIE MAE POOL -- 3167 AT COST 3,165 3,091
    FANNIE MAE POOL -- 9685 AT COST 10,018 9,930
    FANNIE MAE POOL -- 1404 AT COST 1,440 1,404
    FREDDIE MAC GOLD POOL AT COST 1,579 1,538
    INVESCO INTL GROWTH FD AT COST 46,516 52,304
    ISHARES CORE MID-CAP FD AT COST 26,902 38,826
    ISHARES CORE S&P SMALL CAP FD AT COST 16,979 27,996
    JP MORGAN MID CAP FD AT COST 15,858 22,654
    PRUDENTIAL HIGH YIELD FD AT COST 52,384 53,581
    PRUDENTIAL QMA SMALL CAP FD AT COST 16,404 15,863
    TEMPLETON GLOBAL BOND FD AT COST 29,918 25,471
    VICTORY SM CAP GROWTH FD AT COST 12,975 17,992
    ADVISERS INVT TRUST FD AT COST 49,144 55,147
    FREDDIE MAC GOLD POOL AT COST 780 786
    FREDDIE MAC GOLD POOL AT COST 773 774
    FREDDIE MAC GOLD POOL AT COST 7,008 6,754
    FREDDIE MAC GOLD POOL AT COST 5,439 5,197
    FREDDIE MAC GOLD POOL AT COST 3,088 2,981
    FREDDIE MAC GOLD POOL AT COST 3,536 3,412
    FREDDIE MAC GOLD POOL AT COST 6,473 6,261
    FREDDIE MAC GOLD POOL AT COST 2,943 2,828
    FREDDIE MAC GOLD POOL AT COST 2,630 2,545

    TY 2017 OtherExpensesSchedule
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    APPRAISAL 1,500 0   1,500
    AD VALOREM PROPERTY TAX SEVICE FEE 5 5   0
    RENTAL INSURANCE 70 70   0


    TY 2017 OtherIncreasesSchedule
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Description Amount
    TIMING DIFFERENCE 434


    TY 2017 TaxesSchedule
    Name:
    A HAYS ZIEMAN & CHRISTINE B ZIEMAN
     
    CHARITABLE TRUST
    EIN:
    63-6193867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 162 0   0
    FOREIGN TAX PAID 228 228   0