TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
THE CHRISTIAN & LOU UTZ ZEIDLER
TRUST

Number and street (or P.O. box number if mail is not delivered to street address)641 SOUTHVIEW DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ROCKWELL, IA50469

A Employer identification number

42-6451771

B Telephone number (see instructions)

(641) 822-3144

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,520,087J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	6,170		6,170	6,170
4	Dividends and interest from securities...	40,525		40,525	40,525
5a	Gross rents............	19,780		19,780	19,780
b	Net rental income or (loss) 19,780
6a	Net gain or (loss) from sale of assets not on line 10	List of Attached Documents: // Content	-14,569
b	Gross sales price for all assets on line 6a 152,761
7	Capital gain net income (from Part IV, line 2)...
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).......	List of Attached Documents: // Content	2,416		2,416
12	Total. Add lines 1 through 11........	54,322		66,475	68,891
13	Compensation of officers, directors, trustees, etc.	4,500				4,500
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	2,579			2,579
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	715			715
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3			3
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	60,437
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	57,095			57,095
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	125,329		0		64,892
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	125,329		0		64,892
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-71,007
b	Net investment income (if negative, enter -0-)			66,475
c	Adjusted net income (if negative, enter -0-)...				68,891

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	23,361	44,590	44,590
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	3,140
	10a	Investments—U.S. and state government obligations (attach schedule)	85,900	List of Attached Documents: // Content 85,900	83,737
	b	Investments—corporate stock (attach schedule).......	974,054	List of Attached Documents: // Content 900,401	1,349,549
	c	Investments—corporate bonds (attach schedule).......	60,324	List of Attached Documents: // Content 60,324	53,011
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 1,658,766
		Less: accumulated depreciation (attach schedule) 607,151	1,067,058	List of Attached Documents: // Content 1,051,615	989,200
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,213,837	2,142,830	2,520,087
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,326,492	1,326,492
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	887,345	816,338
	29	Total net assets or fund balances (see instructions).....	2,213,837	2,142,830
	30	Total liabilities and net assets/fund balances (see instructions).	2,213,837	2,142,830

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,213,837

Enter amount from Part I, line 27a .....................

-71,007

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

2,142,830

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,142,830

Form 990-PF (2023)

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	2023-01-02	2023-07-11
b	PUBLICLY TRADED SECURITIES	P	2022-03-09	2023-12-07
c	PUBLICLY TRADED SECURITIES	P	2011-06-01	2023-08-04
d	PUBLICLY TRADED SECURITIES	P	1993-05-11	2023-06-01
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,490	4,242	-752
b	124,088	147,288	-23,200
c	15,292	547	14,745
d	5,391	7,854	-2,463
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			-752
b			-23,200
c			14,745
d			-2,463
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-11,670
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 ...................		3

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: 1992-01-15(attach copy of letter if necessary–see instructions)	1	N/A
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
3	Add lines 1 and 2...........................	3
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

COLLEEN PEARCE Telephone no. right arrow

(641) 822-3144

Located at right arrow

641 SOUTHVIEW DRIVEROCKWELLIA ZIP+4 right arrow

50469

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

Part VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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-)
DAN HRUBETZ	TRUSTEE 000.00	500
632 SOUTHVIEW DR ROCKWELL,IA50469	TRUSTEE 000.00	500
LYNN WEIER	VICE PRESIDE 000.00	500
413 OAK ST N ROCKWELL,IA50469	VICE PRESIDE 000.00	500
TERRY THOMAS	PRESIDENT 000.00	1,000
628 SOUTHVIEW DR ROCKWELL,IA50469	PRESIDENT 000.00	1,000
BETTY HUNTBATCH	TRUSTEE 000.00	500
520 OAK ST N ROCKWELL,IA50469	TRUSTEE 000.00	500
THERESA CHADD-BLANCHARD	TRUSTEE 000.00	500
303 MONROE ST ROCKWELL,IA50469	TRUSTEE 000.00	500
LINDA DUNNING	TRUSTEE 000.00	500
205 CHERRY ST ROCKWELL,IA50469	TRUSTEE 000.00	500
COLLEEN PEARCE	SEC/TREAS 000.00	500
641 SOUTHVIEW DRIVE ROCKWELL,IA50469	SEC/TREAS 000.00	500
TODD LIEKWEG	TRUSTEE 000.00	500
21 ARTHUR ST ROCKWELL,IA50469	TRUSTEE 000.00	500

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...................

Form 990-PF (2023)

Page 7

Part VII

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............. right arrow

Part VIII-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	DEVELOPMENT AND OPERATION OF A FREE PUBLIC PARK LOCATED NEAR ROCKWELL, IA.	85,966
2	DEVELOPMENT AND OPERATION OF A MUSEUM, COMMUNITY MEETING PLACE, AND STORAGE FOR ITEMS OF A HISTORIC NATURE.	31,319
3


4

Part VIII-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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,492,632

Average of monthly cash balances.......................

33,975

Fair market value of all other assets (see instructions)................

989,200

Total (add lines 1a, b, and c).........................

2,515,807

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,515,807

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

37,737

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,478,070

Minimum investment return. Enter 5% (0.05) of line 5................

123,904

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2022 from Part V, line 5.......

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

64,892

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

52,393

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

117,285

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $ 117,285
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....
e Remaining amount distributed out of corpus		117,285
5 Excess distributions carryover applied to 2023.
(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		117,285
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........
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) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total
	68,891	130,873	87,462	74,871	362,097
b 85% (0.85) of line 2a .........	58,557	111,242	74,343	63,640	307,782
c Qualifying distributions from Part XI, line 4 for each year listed .....	117,285	353,907	75,081	43,047	589,320
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	12,484	27,426	23,559	11,758	75,227
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	104,801	326,481	51,522	31,289	514,093
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 IX, line 6 for each year listed ..	82,603	89,385	93,045	92,255	357,288
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 XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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	6,170
4 Dividends and interest from securities ....			14	40,525
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	19,780
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	-11,670	-2,899
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPATRONAGE DIVIDENDS			25	181
bMISCELLANEOUS INCOME			25	2,235
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				57,221	-2,899

13Total. Add line 12, columns (b), (d), and (e)..................

54,322

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	715			715

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
MUSEUM	2001-05-01	124,525
FENCE	2001-05-01	16,180	16,180	S/L	15.0000
BLEACHERS & BENCHES	2001-05-01	4,275	4,275	S/L	10.0000
SHELTER HOUSE	2001-05-01	19,117	19,117	S/L	20.0000
TABLES & GRILLS	2001-05-01	4,464	4,464	S/L	10.0000
WATER FOUNTAIN	2001-05-01	1,749	1,749	S/L	15.0000
SIDEWALKS	2001-05-01	2,341	2,341	S/L	15.0000
TILE	2001-05-01	5,840	5,840	S/L	15.0000
STORE	2001-05-01	72,175	52,126	S/L	30.0000	2,406
SHELTER HOUSES	2001-05-01	21,780	21,780	S/L	20.0000
SCOREBOARD	2002-06-10	1,418	1,418	S/L	10.0000
BIKE RACK	2002-06-17	3,922	3,922	S/L	5.0000
PLAYGROUND EQUIPMENT	2002-06-27	16,023	16,023	S/L	15.0000
PLAYGROUND EQUIPMENT	2005-04-13	10,214	10,214	S/L	10.0000
FENCING	2005-07-04	7,182	7,182	S/L	10.0000
ROAD	2005-08-25	35,000	35,000	S/L	15.0000
MAINTENANCE BUILDING	2005-09-01	42,456	29,436	S/L	25.0000	1,698
PARK BUILDING	2006-01-01	14,570	12,385	S/L	20.0000	728
FENCE	2006-09-01	12,303	12,303	S/L	10.0000
TILE	2006-12-01	49,812	40,057	S/L	20.0000	2,491
FURNACE	2010-02-01	2,996	2,580	S/L	15.0000	200
TABLES	2006-10-01	3,283	3,283	S/L	10.0000
RESTORE/REMODEL MUSEUM	2011-01-01	152,740	46,834	S/L	39.0000	3,916
DOOR	2012-04-02	1,119	1,119	S/L	7.0000
SCOREBOARD	2012-07-02	1,301	1,301	S/L	7.0000
SIDEWALKS	2012-11-01	11,547	7,827	S/L	15.0000	769
PLAYGROUND EQUIPMENT	2013-05-01	21,780	21,780	S/L	7.0000
SIGNS	2014-04-11	3,994	3,495	S/L	10.0000	399
FIRE PIT	2014-08-04	7,369	6,202	S/L	10.0000	737
LAND IMPROVEMENT-BLACK TOP	2014-08-08	170,000	94,444	S/L	15.0000	11,334
HOUSEHOLD GOODS & FARM EQUIPMENT	1988-12-01	10,900
LAND-PARK	1988-12-01	37,000
LOT	1988-12-01	7,500
HOUSE REPAIRS	2015-08-01	32,732	6,225	S/L	39.0000	839
TRACTOR	2016-02-01	42,747	29,566	S/L	10.0000	4,275
MOWER - TORO	2017-04-15	3,531	2,030	S/L	10.0000	353
PARK DITCH	2017-09-01	10,528	2,807	S/L	20.0000	527
LANDSCAPING	2017-10-01	6,389	1,677	S/L	20.0000	320
FARMLAND	1988-12-01	173,000
MOWER	2019-10-01	11,999	3,900	S/L	10.0000	700
MOWER	2020-06-30	3,745	936	S/L	10.0000	375
LANDSCAPING - SEEDING OF PARK	2020-09-30	17,626	1,983	S/L	20.0000	881
LAND IMPROVEMENTS	2020-09-30	73,500	8,269	S/L	20.0000	3,675
LAND IMPROVEMENTS	2021-11-01	2,700	158	S/L	20.0000	135
LAND IMPROVEMENTS - TREES	2021-09-30	73,500	4,594	S/L	20.0000	3,675
BIKE PATH	2022-10-01	269,500	4,492	S/L	15.0000	17,966
SECURITY CAMERAS	2023-01-01	7,279		S/L	7.0000	1,040
PLUMBING - HOUSE	2023-05-15	10,905		S/L	39.0000	186
TREES/SHRUBS	2023-07-01	19,709		S/L	15.0000	657
MOWER	2023-08-09	14,500		S/L	39.0000	155

- TIN:

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TY 2023 GainLossSaleOtherAssetsSch

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Name	Date Acquired	How Acquired	Date Sold	Purchaser Name	Gross Sales Price	Basis	Basis Method	Sales Expenses	Total (net)	Accumulated Depreciation
MOWER	2019-10	PURCHASE	2023-08		4,500	11,999			-2,899	4,600

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GE CAPITAL CORP INTERNOTES	40,000	36,631
ORACLE CORP	20,324	16,380

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Name of Stock	End of Year Book Value	End of Year Fair Market Value
218 SH ABBOTT LABS	26,110	23,995
76 SH ALLIANT	768	3,899
920 SH ALLIANT	20,055	47,196
160 SH ALPHABET INC CLASS A	22,135	22,350
60 SH ALPHABET INC CLASS A	8,036	8,381
140 SH AMAZON COM INC	23,360	21,272
100 SH AMERICAN ELEC PWR CO	2,700	8,122
160 SH AMERICAN ELEC PWR CO	15,031	12,995
157 SH APPLE INC	25,671	30,227
78 SH BERKSHIRE HATHAWAY	25,657	27,819
544 SH CARRIER GLOBAL CORP	1,275	31,253
36 SH CHEVRON CORP	557	5,370
257 SH CHEVRON CORP	32,174	38,334
174 SH CME GROUP	10,270	36,644
336 SH CONOCO PHILLIPS	18,414	39,000
150 SH DUKE ENERGY CORP	12,193	14,556
160 SH DUKE ENERGY CORP	15,596	15,526
523 SH EXXON MOBILE	34,279	52,290
100 SH ITT CORP NEW	403	11,932
152 SH JOHNSON & JOHNSON	26,063	23,824
135 SH MICROSOFT CORP	25,405	50,765
79 SH MICROSOFT CORP	24,568	29,707
386 SH NEXTERA ENERGY INC	16,397	23,446
352 SH OTIS WORLDWIDE CORP	2,473	31,493
476 SH PEPSICO	2,828	73,371
669 SH PFIZER	3,270	19,261
830 SH PFIZER	19,900	23,896
413 SH PHILLIPS 66	775	54,987
488 SH UNION PACIFIC CORP	2,542	35,615
674 SH RAYTHEON TECHNOLOGIES	5,268	56,710
874 SH REGIONS FINANCIAL CORP	19,784	16,938
147 SH TEXAS INSTRUMENTS INC	25,622	25,058
200 SH XYLEM INC	839	15,096
240 SH YUM BRANDS	250	31,358
240 SH YUM CHINA HOLDINGS INC	110	10,183
135 SH ZOETIS INC	25,627	26,644
99 SH VANGUARD INDEX TR	30,753	30,777
2,981 SH INCOME ADVISOR CLASS	32,961	19,466
10 SH INCOME ADVISOR CLASS	84	65
8 SH INCOME ADVISOR CLASS	61	52
9 SH INCOME ADVISOR CLASS	72	59
93 SH INCOME ADVISOR CLASS	573	607
9 SH INCOME ADVISOR CLASS	67	59
103 SH INCOME ADVISOR CLASS	829	673
16 SH INCOME ADVISOR CLASS	104	104
111 SH INCOME ADVISOR CLASS	776	725
43 SH INCOME ADVISORS CLASS.		281
2,455 SH FEDERATED HERMES MDT BALANC	37,315	36,892
5,734 SH FEDERATED STRATEGIC INC FD	57,764	44,766
24,064 SH LORD ABBETT INC FUND CL A
11,824 SH LOR ABBETT INC FUND CL A
156 SH LORD ABBETT INC FUND CL A
187 SH LORD ABBETT INC FUND CL A
144 SH LORD ABBETT INC FUND CL A
142 SH LORD ABBETT INC FUND CL A
132 SH LORD ABBETT INC FUND CL A
1,116 SH LORD ABBETT INC FUND CL A
121 SH LORD ABBETT INC FUND CL A
39 SH LORD ABBETT INC FUND CL A
822 SH LORD ABBETT INC FUND CL A
1413 SH LORD ABBETT INC FUND CL A
1832 SH LORD ABBETT INC FUND CL A
205 SH LORD ABBET INC FUND CL A
6,705 SH LORD ABBETT BOND & DEB A	59,467	47,471
27 SH LORD ABBETT BOND & DEB A	188	191
22 SH LORD ABBETT BOND & DEB A	176	156
21 SH LORD ABBETT BOND & DEB A	171	149
21 SH LORD ABBETT BOND & DEB A	171	149
181 SH LORD ABBETT BOND & DEB A	1,426	1,281
21 SH LORD ABBETT BOND & DEB A	174	149
26 SH LORD ABBETT BOND & DEB A	215	184
215 SH LORD ABBETT BOND & DEB A	1,826	1,522
29 SH LORD ABBETT BOND & DEB A	206	205
302 SH LORD ABBETT BOND & DEB A	2,249	2,138
102 SH LORD ABBETT BOND & DEB A	37	722
14 SH LORD ABBETT CORE FIXED INC	130	131
4,283 SH LORD ABBET CORE FIXED INC	45,783	40,132
7,141 SH LORD ABBETT CORE FIXED INC	64,814	66,911
2,133 SH LORD ABB MULTI ASSET BAL	25,363	22,887
2 SH LORD ABB MULTI ASSET	26	22
3 SH LORD ABB MULTI ASSET	32	33
3 SH LORD ABB MULTI ASSET	34	33
45 SH LORD ABB MULTI ASSET	584	492
49 SH LORD ABB MULTI ASSET	641	536
6 SH LORD ABB MULTI ASSET	75	66
21 SH LORD ABB MULTI ASSET	261	230
12 SH LORD ABB MULTI ASSET	166	131
268 SH LORD ABB MULTI ASSET	3,225	2,929
135 SH LORD ABB MULTI ASSET	1,621	1,476
6 SH LORD ABB MULTI ASSET	74	66
17 SH LORD ABB MULTI ASSET	240	186
10 SH LORD ABB MULTI ASSET	102	109
8 SH LORD ABB MULTI ASSET	79	87
30 SH LORD ABB MULTI ASSET	229	328
4,614 SH PUTNAM HIGH YIELD TRUST	32,852	24,408

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TY 2023 InvestmentsGovtObligationsSch

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

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

85,900

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

83,737

- TIN:

TY 2023 LandEtcSchedule2

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS AND EQUIPMENT	1,305,841	607,151	698,690
LAND	352,925		352,925	989,200

- TIN:

TY 2023 LegalFeesSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL	2,579			2,579

- TIN:

TY 2023 OtherExpensesSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
BONDS	1,291	1,291
CONTRACT LABOR	17,583	17,583
INSURANCE	6,758	6,758
MAINTENANCE	13,569	13,569
POSTAGE	72	72
REPAIRS	9,197	9,197
SUPPLIES	2,384	2,384
OFFICE EXPENSE	281	281
UTILITIES	5,172	5,172
MISCELLANEOUS	788	788

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PATRONAGE DIVIDENDS	181		181
MISCELLANEOUS INCOME	2,235		2,235

- TIN:

TY 2023 TaxesSchedule

Name:

THE CHRISTIAN & LOU UTZ ZEIDLER

TRUST

EIN:

42-6451771

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EDWARD JONES-FOREIGN TAX PD	3			3