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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SHERMAN AND MARJORIE ZEIGLER
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1775
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MUNCIE, IN473081775
A Employer identification number

31-1118863
B Telephone number (see instructions)

(765) 468-3579
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$5,993,448J 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) 3,107,662
2 Check bullet.............
3 Interest on savings and temporary cash investments 12,401 12,401  
4 Dividends and interest from securities... 68,974 68,974  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,221
b Gross sales price for all assets on line 6a 1,156,459
7 Capital gain net income (from Part IV, line 2)... 138,896
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........ 3,301,258 220,271  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,000 42,100   47,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 27,892 12,551   13,946
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,220 1,688   1,688
c Other professional fees (attach schedule).... Click to see attachment 10,993 10,773   220
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,172 162   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,924 2,514   1,682
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,201 69,788   64,736
25 Contributions, gifts, grants paid....... 46,200 46,200
26 Total expenses and disbursements. Add lines 24 and 25 191,401 69,788   110,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,109,857
b Net investment income (if negative, enter -0-) 150,483
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 15,299 13,465 13,465
2 Savings and temporary cash investments......... 168,149 626,860 626,860
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.......... 1,853    
10a Investments—U.S. and state government obligations (attach schedule) 50,000 Click to see attachment54,976 55,368
b Investments—corporate stock (attach schedule)....... 1,076,370 Click to see attachment2,407,791 3,240,760
c Investments—corporate bonds (attach schedule)....... 360,741 Click to see attachment765,218 755,938
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 368,371 Click to see attachment1,211,682 1,296,448
14 Land, buildings, and equipment: basis bullet2,290
Less: accumulated depreciation (attach schedule) bullet2,290      
15 Other assets (describe bullet) Click to see attachment574 Click to see attachment4,609 Click to see attachment4,609
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,041,357 5,084,601 5,993,448
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) Click to see attachment0 Click to see attachment1,159
23 Total liabilities (add lines 17 through 22)......... 0 1,159
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,607,150 1,607,150
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 434,207 3,476,292
30 Total net assets or fund balances (see instructions)..... 2,041,357 5,083,442
31 Total liabilities and net assets/fund balances (see instructions). 2,041,357 5,084,601
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,041,357
2
Enter amount from Part I, line 27a .....................
2
3,109,857
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,151,214
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
67,772
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,083,442
Form 990-PF (2018)
Form 990-PF (2018)
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 P    
b CAPITAL GAINS DIVIDENDS P    
c
d
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 1,144,976   1,017,563 127,413
b 11,483     11,483
c
d
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       127,413
b       11,483
c
d
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 2 138,896
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))
2017 166,419 2,898,231 0.057421
2016 155,894 2,858,231 0.054542
2015 175,660 2,690,797 0.065282
2014 172,761 2,747,460 0.062880
2013 115,319 2,528,324 0.045611
2
Total of line 1, column (d) .....................
2
0.285736
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
0.057147
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,346,930
5
Multiply line 4 by line 3......................
5
191,267
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,505
7
Add lines 5 and 6........................
7
192,772
8
Enter qualifying distributions from Part XII, line 4,.............
8
110,936
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 (2018)
Form 990-PF (2018)
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 3,010
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 3,010
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 3,010
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,853
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,853
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,843
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,843 RefundedBullet 11 0
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)
    bulletIN
    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 2018 or the taxable year beginning in 2018? 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ofbulletRICHARD M ZEIGLER Telephone no.bullet (765) 468-3579

    Located atbullet11525 W WINDSOR ROADPARKER CITYIN ZIP+4bullet47368
    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 2018, 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    MARJORIE P ZEIGLER VICE-PRESIDENT
    4.00     		0 0 0
    PO BOX 1775
    MUNCIE,IN47308
    STEFAN S ANDERSON SECRETARY
    0.50     		1,000 0 0
    PO BOX 1775
    MUNCIE,IN47308
    RICHARD M ZEIGLER PRESIDENT
    34.00     		90,000 27,892 0
    PO BOX 1775
    MUNCIE,IN47308
    JOHN E WORTHEN DIRECTOR
    0.50     		1,000 0 0
    PO BOX 1775
    MUNCIE,IN47308
    MARLA K TEMPLETON TREASURER
    0.50     		1,000 0 0
    PO BOX 1775
    MUNCIE,IN47308
    RONALD SPANGLER DIRECTOR
    0.50     		1,000 0 0
    PO BOX 1775
    MUNCIE,IN47308
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    3,110,388
    b
    Average of monthly cash balances.......................
    1b
    287,010
    c
    Fair market value of all other assets (see instructions)................
    1c
    500
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,397,898
    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
    3,397,898
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    50,968
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,346,930
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    167,347
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    167,347
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,010
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,010
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    164,337
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    164,337
    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
    164,337
    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
    110,936
    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
    110,936
    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
    110,936
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 164,337
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 27,415
    d From 2016...... 16,229
    e From 2017...... 24,361
    fTotal of lines 3a through e........ 68,005
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 110,936
    a Applied to 2017, 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 2018 distributable amount..... 110,936
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 53,401 53,401
    (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 14,604
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		14,604
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 14,604
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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).)
    MARJORIE P ZEIGLER
    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 e-mail address of the person to whom applications should be addressed:
    RICHARD M ZEIGLER
    PO BOX 1775
    MUNCIE,IN47308
    (765) 468-3579
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING FULLY THE PURPOSE AND APPLICABLE FINANCIAL DATA
    cAny submission deadlines:
    MARCH 1 AND AUGUST 1. NOTICE OF APPROVAL, REJECTION, OR REQUEST FOR FURTHER INFORMATION WILL BE MADE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO MUNCIE, DELAWARE CO., AND THE STATE OF INDIANA. HORTICULTURAL CONSERVATION AND DEVELOPMENT, RECREATIONAL FACILITIES, HISTORICAL PRESERVATION/CELEBRATION.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    CARDINAL GREENWAY INC
    700 E WYSOR ST
    MUNCIE,IN47305     		N/A PC OPERATING SUPPORT-TRAIL MAINTENANCE 5,000
    COMMUNITY ENHANCEMENT PROJECTS INC
    650 W MINNETRISTA BLVD
    MUNCIE,IN47303     		N/A PC HALF URBAN FORESTER PAYROLL, ENHANCEMENT AND BEAUTIFICATION 19,000
    DELAWARE COUNTY HISTORICAL SOCIETY
    120 E WASHINGTON ST
    MUNCIE,IN47305     		N/A PC OPERATING SUPPORT-COMMUNITY PROJECTS 1,200
    INDIANA HISTORICAL SOCIETY
    450 W OHIO ST
    INDIANAPOLIS,IN46202     		N/A PC OPERATING SUPPORT 1,000
    INDIANA STATE MUSEUM FOUNDATION
    650 W WASHINGTON ST
    INDIANAPOLIS,IN46204     		N/A PC OPERATING SUPPORT 1,000
    MINNETRISTA CULTURAL CENTER
    1200 N MINNETRISTA PKWY
    MUNCIE,IN47303     		N/A PC ANNUAL PURCHASE OF FLOWERS AND PLANTS 3,000
    MUNCIE DOWNTOWN DEVELOPMENT PARTNERSHIP
    407 S WALNUT ST
    MUNCIE,IN47305     		N/A PC MUNCIE THREE TRAILS MUSIC SERIES 10,000
    MUNCIE-DELAWARE CLEAN & BEAUTIFUL
    201 E JACKSON ST
    MUNCIE,IN47305     		N/A PC OPERATING SUPPORT 2,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DR
    ARLINGTON,VA22203     		N/A PC INDIANA LAND & WATER PRESERVATION ANNUAL SUPPORT 3,000
    COMMUNITY FOUNDATION OF MUNCIE & DELAWARE COUNTY INC
    201 E JACKSON ST
    MUNCIE,IN47305     		N/A PC FUNDERS' FORUM SUPPORT 1,000
    Total .................................bullet 3a 46,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 12,401  
    4 Dividends and interest from securities....     14 68,974  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 112,221  
    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).. 0 193,596 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    193,596
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC
    Employer identification number

    31-1118863
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number
    31-1118863
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SHERMAN M ZEIGLER CREDIT SHELTER TRUST
     
    200 EAST JACKSON STREET
     
    MUNCIE, IN47305

    		$ 1,081,970


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SHERMAN M ZEIGLER IRREVOCABLE TRUST
     
    200 EAST JACKSON STREET
     
    MUNCIE, IN47305

    		$ 2,306,880


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FMPW INST MONEY ACCOUNT $ 112,601 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AT&T INC COM -100 SH $ 3,012 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ABBOTT LABS COM-150 SH $ 10,405 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALLIANT CORP COM-300 SH $ 13,402 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALPHABET CL A COM-10 SH $ 10,602 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMERIPRISE FINANCIAL COM-75 SH $ 9,349 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE COMPUTER INC COM-90 SH $ 17,049 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE INC SENIOR NOTES 2.250% DUE 02/23/21-25000 PAR $ 24,504 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ARTISAN MID CAP VALUE FUND ADVISOR-971.67 SH $ 21,542 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AUTOMATIC DATA PROCESSING COM-125 SH $ 18,006 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BB & T CORPORATION COM-225 SH $ 11,369 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BAXTER INTERNATIONAL INC COM-100 SH $ 6,434 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BECTON DICKINSON & CO COM-50 SH $ 11,815 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHEVRON CORP 2.427% DUE 06/24/20-25000 SH $ 24,747 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CISCO SYSTEMS COM-300 SH $ 13,839 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COLGATE PALMOLIVE CO COM-50 SH $ 3,110 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CORNING INC COM-400 SH $ 12,764 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COSTCO COMPANIES INC COM-30 SH $ 6,890 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CUMMINS INC COM-30 SH $ 4,389 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DANAHER CORP COM-75 SH $ 7,515 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DODGE & COX INTERNATIONAL-227.476 SH $ 9,308 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ECOLAB INC COM-100 SH $ 15,719 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EXXON MOBIL CORP COM-100 SH $ 7,705 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FEDERATED SH-INTERM TOTAL RETURN BOND FUND IS-1576.378 SH $ 15,874 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FORTIVE CORP COM-115 SH $ 8,545 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GENUINE PARTS CO COM-75 SH $ 7,535 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HARRIS CORP DEL COM-100 SH $ 14,940 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JACK HENRY & ASSOCIATES COM-125 SH $ 17,109 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HOME DEPOT INC COM-35 SH $ 6,182 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HONEYWELL INTL INC COM-75 SH $ 11,075 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NASDAQ BIOTECH INDEX ETF-150 SH $ 15,431 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 S&P SMALL CAP 600 VALUE ETF ISHARES-160 SH $ 24,046 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 S&P SMALL CAP 600 GROWTH ETF ISHARES -160 SH $ 28,713 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JOHNSON & JOHNSON COM-100 SH $ 14,350 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KIMBERLY CLARK CORP COM -75 SH $ 8,265 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LOWE'S COMPANIES INC COM-125 SH $ 11,627 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MDU RES GROUP INC COM-200 SH $ 5,198 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROCHIP TECHNOLOGY COM-125 SH $ 9,181 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NORTHERN ULTRA-SHORT FIXED-1960.785 SH $ 19,882 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NORTHERN TR CORP COM-125 SH $ 11,989 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NUVEEN MID CAP GROWTH-458.625 SH $ 20,303 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ORACLE CORP 2.375% DUE 01/15/19-25000 PAR $ 24,997 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PEOPLE'S UNITED FINANCIAL COM-450 SH $ 7,090 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PEPSICO INC COM-100 SH $ 11,629 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 T. ROWE PRICE GROUP INC COM-135 SH $ 12,782 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PROCTER & GAMBLE CO COM-150 SH $ 13,997 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RESIDEO TECHNOLOGIES INC COM -0.5 SH $ 11 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ROCKWELL COLLINS SR NOTES 3.200% DUE 03/15/24 -25000 PAR $ 23,933 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SCHLUMBERGER LTD COM-100 SH $ 4,773 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STARBUCKS CORP 3.100% DUE 03/01/23-30000 PAR $ 29,304 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STRYKER CORP COM-75 SH $ 12,415 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SYSCO CORP COM-100 SH $ 6,582 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SYSCO CORP 2.600% DUE 06/12/22-25000 PAR $ 24,013 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TJX COS INC NEW COM-150 SH $ 7,789 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 3M COMPANY COM-40 SH $ 8,030 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TRAVELERS INC COM-50 SH $ 6,175 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNION PAC CORP COM-100 SH $ 14,948 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED TECHNOLOGIES CORP COM-125 SH $ 16,173 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VF CORP COM-150 SH $ 12,458 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD REAL ESTATE INDEX ADMIRAL -27.791 SH $ 3,148 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD INTL GROWTH ADMIRAL SHARES-54.907 SH $ 4,882 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD TOTAL BOND MARKET FUND 584-1567.765 SH $ 16,085 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD S/T INVEST ADMIRAL-1935.944 SH $ 20,114 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VECTREN CORP COM-300 SH $ 21,433 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD REIT INDEX ETF-320 SH $ 25,506 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD MIDCAP INDEX FUND ADMIRAL CLASS-356.286 SH $ 67,292 2018-11-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD S/C INDEX ADMIRAL-185.219 SH $ 13,110 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VERIZON COMMUNICATIONS INC COM-100 SH $ 5,877 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 XILINX INC COM-190 SH $ 16,305 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ACCENTURE PLC ADR -100 SH $ 16,122 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MEDTRONIC INCORPORATED ADR-95 SH $ 8,676 2018-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 FMPW INST MONEY ACCOUNT $ 230,208 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 AT&T INC COM-250 SH $ 7,604 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ABBOTT LABS COM-300 SH $ 20,913 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ALLIANT CORP COM-600 SH $ 26,868 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ALPHABET CL A COM-15 SH $ 15,802 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 AMERIPRISE FINANCIAL COM-170 SH $ 21,395 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 APPLE COMPUTER INC COM-200 SH $ 38,041 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 APPLE INC SENIOR NOTES 2.820% DUE 02/23/23-30000 PAR $ 29,295 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ARTISAN MID CAP VALUE FUND ADVISOR-956.795 SH $ 21,011 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 AUTOMATIC DATA PROCESSING COM-250 SH $ 36,114 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 AVON COMM SCH CORP TAXABLE 15 2.690% 07/05/21-25000 SH $ 24,225 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 BB & T CORPORATION COM-555 SH $ 28,155 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 BAXTER INTERNATIONAL INC COM-225 SH $ 14,280 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 BECTON DICKINSON & CO COM-150 SH $ 35,308 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 CISCO SYSTEMS COM-700 SH $ 31,448 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 COLGATE PALMOLIVE CO COM-500 SH $ 31,227 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 COSTCO COMPANIES INC COM-100 SH $ 23,440 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 CUMMINS INC COM-100 SH $ 14,697 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 DANAHER CORP COM-300 SH $ 30,301 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 DAYTON OH LIBR ULTGO-TAXABLE13 1.510% 12/01/18-25000 PAR $ 24,988 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 DODGE & COX INTERNATIONAL-187.315 SH $ 7,631 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ECOLAB INC COM-200 SH $ 31,497 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 EXXON MOBIL CORP COM-250 SH $ 19,468 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 FEDERATED SH-INTERM TOTAL RETURN BOND FUND IS-3343.926 SH $ 33,707 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 FEDERATED TOTAL RETURN BOND-3271.977 SH $ 33,930 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 FORTIVE CORP COM-300 SH $ 22,388 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 GENUINE PARTS CO COM-200 SH $ 20,421 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 HARRIS CORP DEL COM-300 SH $ 45,179 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 JACK HENRY & ASSOCIATES COM-400 SH $ 55,206 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 INVESCO EX S&P 5OO EQ WEIGHT ETF-350 SH $ 35,147 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 NASDAQ BIOTECH INDEX ETF-450 SH $ 46,480 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 S&P MID-CAP 400 GROWTH ETF ISHARES-350 SH $ 74,079 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 S&P MID-CAP 400 VALUE ETF ISHARES-480 SH $ 74,654 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 S&P SMALL CAP 600 VALUE ETF ISHARES-230 SH $ 34,716 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 S&P SMALL CAP 600 GROWTH ETF ISHARES-220 SH $ 39,560 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 JOHNSON & JOHNSON COM-200 SH $ 28,887 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 KIMBERLY CLARK CORP COM-150 SH $ 16,639 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 LOWE'S COMPANIES INC COM-300 SH $ 28,767 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MDU RES GROUP INC COM-900 SH $ 23,652 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MSD WARREN TWP SBC-TAXABLE 13 2.080% 07/10/20-25000 PAR $ 24,556 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MICROSOFT CORPORATION COM-400 SH $ 42,732 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MICROSOFT CORP 3.625% DUE 12/15/23-30000 PAR $ 30,317 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MICROCHIP TECHNOLOGY COM-325 SH $ 23,337 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 NORTHERN ULTRA-SHORT FIXED-1958.864 SH $ 19,863 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 NORTHERN TR CORP COM-270 SH $ 26,148 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 NUVEEN MID CAP GROWTH-337.939 SH $ 14,765 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ORACLE CORP 2.375% DUE 01/15/19-25000 PAR $ 24,997 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ORLEANS COMM SCH GO TAXABLE 13 2.000% 07/05/19-25000 SH $ 24,866 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PEOPLE'S UNITED FINANCIAL COM-1050 SH $ 16,564 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PEPSICO INC COM-250 SH $ 29,217 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 T. ROWE PRICE GROUP INC COM-320 SH $ 30,565 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PROCTER & GAMBLE CO COM-250 SH $ 23,361 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ROCKWELL COLLINS SR NOTES 3.200% DUE 03/15/24-30000 PAR $ 28,706 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SCHLUMBERGER LTD COM-200 SH $ 9,624 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MATERIALS SECTOR ETF SPDR-150 SH $ 8,129 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SHELL INTL FINANCE NOTES 2.000% DUE 11/15/18-25000 PAR $ 25,000 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 J.M. SMUCKERS SR NOTES 3.000% DUE 03/15/22-30000 PAR $ 29,198 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SYSCO CORP COM-350 SH $ 23,314 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SYSCO CORP 2.600% DUE 06/12/22-30000 PAR $ 28,805 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 3M COMPANY COM-90 SH $ 17,866 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 TRAVELERS INC COM-190 SH $ 23,694 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 UNION PAC CORP COM-225 SH $ 33,531 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 UNITED PARCEL SERVICE 2.800% DUE 11/15/24-30000 PAR $ 28,718 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 UNITED TECHNOLOGIES CORP COM-200 SH $ 25,925 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VF CORP COM-350 SH $ 29,662 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VANGUARD REAL ESTATE INDEX ADMIRAL-83.114 SH $ 9,484 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VANGUARD S/T INVEST ADMIRAL-3370.133 SH $ 35,016 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VANGUARD FTSE ALL WRLD EX US ETF-100 SH $ 4,805 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VECTREN CORP COM-450 SH $ 32,365 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VANGUARD REIT INDEX ETF-650 SH $ 52,358 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VANGUARD S/C INDEX ADMIRAL-370.439 SH $ 25,875 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VERIZON COMMUNICATIONS INC COM-200 SH $ 11,773 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 XILINX INC COM-350 SH $ 29,356 2018-11-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 XILINX INC SR NOTES 3.000% DUE 03/15/21-30000 PAR $ 29,649 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ACCENTURE PLC ADR-200 SH $ 32,281 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MEDTRONIC INCORPORATED ADR-250 SH $ 23,130 2018-11-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    SHERMAN AND MARJORIE ZEIGLER
    FOUNDATION INC         		Employer identification number

    31-1118863
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,220 1,688   1,688

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC 2.125% DUE 5/01/20 34,519 34,534
    AT & T INC 4.45% DUE 5/15/21 26,185 25,542
    BERKSHIRE HATHAWAY 2.75% DUE 3/15/23 35,432 34,359
    GEORGIA-PACIFIC SR NOTES 3.734% DUE 7/15/23 36,424 35,333
    JM SMUCKERS 3% DUE 3/15/22 65,421 63,420
    ORACLE CORP 2.5% DUE 10/15/22 39,851 38,930
    PEPSICO INC. 3.0% DUE 8/25/21 50,024 50,121
    TEXAS INSTRUMENTS 1.65% DUE 8/03/19 49,636 49,597
    WALGREENS SR CORP NOTES 5.25% DUE 1/15/19 25,452 25,015
    ORACLE CORP 2.375% DUE 1/15/19 50,040 49,988
    CHEVRON CORP 2.427% DUE 6/24/20 24,959 24,853
    APPLE INC SENIOR NOTE 2.25% DUE 2/23/21 25,064 24,707
    XILINX INC SR NOTES 3.0% DUE 3/15/21 29,719 29,894
    SYSCO NOTE 2.6% DUE 6/12/22 54,228 53,038
    APPLE INC SENIOR NOTE 2.82% DUE 2/23/23 29,512 29,632
    STARBUCKS CORP 3.1% DUE 3/01/23 29,999 29,548
    THERMO FISHER SCIENTIFIC CORP 3.0% DUE 4/15/23 9,754 9,729
    MICROSOFT CORP 3.625% DUE 12/15/23 30,717 30,893
    IBM CORP 3.625% DUE 2/12/24 10,108 9,928
    ROCKWELL COLLINS SR NOTES 3.2% DUE 3/15/24 54,388 52,966
    NOVARTIS CAPITAL 3.4% DUE 5/06/24 25,027 25,142
    UNITED PARCEL SERVICE 2.8% DUE 11/15/24 28,759 28,769

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 82,180 106,018
    ALLIANT CORP 44,889 88,725
    ALPHABET 51,249 120,170
    AMGEN INC 53,905 58,401
    APPLE COMPUTER INC 55,232 140,389
    AT & T INC 113,817 95,609
    AUTOMATIC DATA PROCESSING 57,539 114,730
    BLACKROCK INC 22,241 54,995
    COLGATE PALMOLIVE CO 57,949 81,542
    CUMMINS INC 87,212 97,557
    DANAHER CORP 32,903 38,670
    DOLLAR GENERAL CORPORATION 59,083 86,464
    DOMINION RESOURCES 78,723 78,606
    ECOLAB INC 63,711 147,350
    EXXON MOBIL CORP 87,608 71,600
    FACEBOOK, INC 43,674 39,327
    HORMEL FOODS CORP 19,579 89,628
    INTEL CORP 77,701 107,939
    JOHNSON & JOHNSON 67,052 122,598
    PEPSICO INC 71,223 127,052
    RYMAN HOSPITALITY PROP 19,208 20,007
    SCHLUMBERGER LTD 68,497 39,868
    STRYKER CORP 29,607 112,076
    TJX COS INC NEW 27,214 33,555
    VERIZON COMMUNICATIONS INC 42,612 50,598
    VF CORP 35,604 35,670
    VISA 34,219 84,442
    WEC ENERGY GROUP 24,858 41,556
    BECTON DICKINSON & CO 37,862 45,064
    CISCO SYSTEMS 36,876 43,330
    WALT DISNEY COMPANY 20,804 21,930
    DISCOVERY COMMUNICATIONS-A 33,249 34,636
    HARRIS CORP 47,539 53,860
    JACK HENRY & ASSOCIATES 55,777 66,423
    HOME DEPOT INC 97,948 97,078
    KIMBERLY CLARK CORP 57,608 62,667
    MICROSOFT CORP 40,099 40,628
    PEOPLE'S UNITED FINANCIAL 62,388 54,834
    T ROWE PRICE GROUP INC 106,241 101,552
    THOR INDUSTRIES INC 20,414 10,400
    3M COMPANY 21,058 24,770
    UNION PAC CORP 42,146 44,925
    UNITED TECHNOLOGIES CORP 80,716 79,860
    VECTREN CORP 38,921 53,985
    XILINX INC 32,100 45,992
    ACCENTURE PLC ADR 38,123 42,303
    MEDTRONIC INCORPORATED ADR 28,633 31,381

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    US Government Securities - End of Year Book Value:

    54,976
    US Government Securities - End of Year Fair Market Value:

    55,368
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN EUROPACIFIC GROWTH CLASS F2 AT COST 51,306 45,172
    COLUMBIA HIGH YIELD BOND FUND AT COST 68,636 62,221
    GOLDMAN SACHS BANK NY CD AT COST 35,000 34,444
    NASDAQ BIOTECH INDEX ETF ISHARES AT COST 69,416 115,716
    PUBLIC STORAGE INC CLASS A AT COST 30,084 30,362
    S&P 400 MIDCAP GROWTH ETF ISHARES AT COST 145,975 158,721
    S&P 400 MIDCAP VALUE ETF ISHARES AT COST 149,840 159,091
    VANGUARD S/C INDEX ADMIRAL AT COST 58,365 75,811
    VANGUARD SHORT TERM INVEST ADMIRAL BOND FUND AT COST 132,053 129,934
    VENTIS COM REIT AT COST 32,083 29,295
    S&P SMALL CAP 600 VALUE ETF ISHARES AT COST 52,241 51,422
    S&P SMALL CAP 600 GROWTH ETF SHARES AT COST 56,858 61,305
    VANGUARD REIT INDEX ETF AT COST 84,364 84,264
    VANGUARD MIDCAP INDEX FUND ADM AT COST 47,000 60,939
    ORLEANS COMM SCH GO TAXABLE 13 2.0% 7/5/19 AT COST 24,775 24,914
    MSD WARREN TWP SBC-TAXABLE 13 2.08% 7/10/20 AT COST 24,618 24,683
    AVON COMM SCH CORP TAXABLE 15 2.69% 7/5/21 AT COST 24,243 24,496
    FEDERATED SH-INTERM TOTAL RETURN BOND FD AT COST 50,424 49,793
    FEDERATED TOTAL RETURN BOND AT COST 34,519 34,159
    NORTHERN ULTRA-SHORT FIXED AT COST 39,882 39,706

    TY 2018 OtherAssetsSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT INCOME RECEIVABLE 513 4,609 4,609
    OTHER RECEIVABLE 61    


    TY 2018 OtherDecreasesSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Description Amount
    TAX COST BASIS ADJUSTMENT 67,772


    TY 2018 OtherExpensesSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES/SUBSCRIPTIONS 2,583 1,834   749
    OFFICE EXPENSE 1,157 347   405
    INSURANCE 729 219   255
    BANK AND OTHER FEES 455 114   273


    TY 2018 OtherLiabilitiesSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 0 1,157
    INDIANA WITHHOLDING 0 2


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AGENCY FEES 10,993 10,773   220


    TY 2018 SubstantialContributorsSch
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Name Address
    MARJORIE P ZEIGLER 405 N WILDWOOD LANE
    MUNCIE,IN47304
    SHERMAN M ZEIGLER CREDIT SHELTER TRUST
          		200 EAST JACKSON STREET
    MUNCIE,IN47305
    SHERMAN M ZEIGLER IRREVOCABLE TRUST
          		200 EAST JACKSON STREET
    MUNCIE,IN47305


    TY 2018 TaxesSchedule
    Name:
    SHERMAN AND MARJORIE ZEIGLER
     
    FOUNDATION INC
    EIN:
    31-1118863
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 3,010 0   0
    FOREIGN TAX WITHHELD ON DIVIDENDS 162 162   0