Erwin & Isabelle Ziegelman Foundation in W Bloomfield, Michigan (MI)

Erwin & Isabelle Ziegelman Foundation
Employer Identification Number (EIN)	382831525
Name of Organization	Erwin & Isabelle Ziegelman Foundation
Address	6425 Noble Rd, W Bloomfield, MI 48322-1387
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	11/1989
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$500,000 to $999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$843,265
Amount of Income	$254,684
Form 990 Revenue Amount	$43,105

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$83,551	$83,551	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$12,437
Gross rents	$0
Gross sales price for all assets	$242,247
Gross profit from sales of goods	$0
Other income	$0
Other	$71,114
Total expenses and disbursements	$47,369	$7,369	$0	$40,000
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$7,369	$7,369		$0
Contributions, gifts, grants paid	$40,000
Excess of revenue over expenses and disbursements	$36,182
Net investment income		$76,182
Adjusted net income			$0

	2011		2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$862,778	$954,262	$793,632	$863,665	$807,083	$998,582	$843,265	$1,146,531
Cash - non-interest-bearing	$28,111		$28,123		$28,135		$0
Investments-U.S. and state government obligations	$0		$0		$0		$0
Investments-corporate stock	$834,667		$765,509		$778,948		$836,755
Investments-corporate bonds	$0		$0		$0		$0
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$0		$0		$0		$0
Other assets			$0		$0		$0
Total liabilities	$71,550		$200		$1		$1
Mortgages and other notes payable	$0		$0		$0		$0
Other liabilities			$0		$0		$0
Total liabilities and net assets/fund balances	$791,228		$793,432		$807,083		$843,265

	2011	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$18,455	$43,554	$13,431	$71,114
Net capital loss	$0	$0	$0	$0

	2011	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$374	$1,156	$494	$762
Total credits and payments	$1,177	$2,313	$2,400	$1,906
Current year estimated tax payments and previous year's overpayment credited to current year	$177	$803	$1,200	$1,906
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$1,000	$1,510	$1,200	$0
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0	$0
Tax due		$0	$0	$0
Overpayment		$1,157	$1,906	$1,144
Amount to be credited to next year's estimated tax	$803	$1,156	$1,906	$1,144

	2011	2012	2013	2014
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
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?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No	No

	2011	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
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?		No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above 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?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
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 this year?		No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No	No
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?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2011	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$897,844	$904,438	$931,129	$1,075,812
Net value of noncharitable-use assets		$890,871	$917,162	$1,059,675
Minimum investment return	$44,219	$44,544	$45,858	$52,984

	2011	2012	2013	2014
Distributable Amount
Distributable amount	$43,845	$43,388	$45,364	$52,222

	2011	2012	2013	2014
Undistributed Income
Distributable amount for this year	$43,845	$43,388	$45,364	$52,222
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$27,676	$27,676

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$0	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Erwin & Isabelle Ziegelman Foundation to others? (optional)

Yes

Add photo of Erwin & Isabelle Ziegelman Foundation (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.117.156.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Blue Water Pregnancy Care Center in Port Huron, MI
Knights Of The Road Motorcycle Club in Detroit, MI
Oakland County Bible Students Inc in Clawson, MI
Mich Volunteer Legionary Corps Of Artillery in Owosso, MI
Ludington Recreation Soccer Board, Ludington Soccer Club in Ludington, MI
Clinton River Ski Club in Boyne City, MI
Rabbit & Small Animal Rescue in Westland, MI
Prison Legal Services Of Michigan Inc in Jackson, MI
Special Dreams Farm in New Baltimore, MI
Believers Community Outreach Center in Macomb Township, MI

Recently Added Reviews

Blue Water Pregnancy Care Center in Port Huron, MI

Knights Of The Road Motorcycle Club in Detroit, MI

Oakland County Bible Students Inc in Clawson, MI

Mich Volunteer Legionary Corps Of Artillery in Owosso, MI

Ludington Recreation Soccer Board, Ludington Soccer Club in Ludington, MI

Clinton River Ski Club in Boyne City, MI

Rabbit & Small Animal Rescue in Westland, MI

Prison Legal Services Of Michigan Inc in Jackson, MI

Special Dreams Farm in New Baltimore, MI

Believers Community Outreach Center in Macomb Township, MI

Id	Name	Address	State	Established	Total Income
Other organizations in Michigan
1	Equest Center For Therapeutic Riding Inc	3777 Rector Ave Ne, Rockford, MI 49341-7914	MI	1990-08	$589,972
2	Equip For Life	29665 Pine St, Inkster, MI 48141-2843	MI	2001-02	$41,711
3	Erac-Ce	525 E Kalamazoo Ave, Kalamazoo, MI 49007-3811	MI	2005-03	$210,701
4	Erb Foundation	800 N Old Woodward Ave Ste 201, Birmingham, MI 48009-3802	MI	1965-03	$208,529
5	Ergot	3750 Woodward Ste 200a, Detroit, MI 48201-2007	MI	1984-10	$708,068
6	Erie Shooting And Fishing Club Inc	3149 Dean Rd, Erie, MI 48133-9785	MI	1980-09	$247,479
7	Erma E Biedermann Student Loan Fund	PO BOX 7500, Detroit, MI 48275-0001	MI	1983-11	$209,337
8	Ernest & Rosemarie Kanzier Foundation	1901 St Antoine 6th Fl Ford Field, Detroit, MI 48226	MI	2001-10	$6,173
9	Ernest L Nicolay Family Foundation	PO BOX 75000, Detroit, MI 48275-3302	MI	1962-06	$422,938
10	Ernestine Schultz Memorial Fund 02033070158364	PO BOX 75000, Detroit, MI 48275-7874	MI		$5,831
11	Erwin & Isabelle Ziegelman Foundation	6425 Noble Rd, W Bloomfield, MI 48322-1387	MI	1989-11	$254,684
12	Erwin And Virginia Haass Foundation Inc	80 Moran Rd, Grosse Point, MI 48236-3607	MI	1965-05	$364
13	Escanaba Apprenticeship And Training Committee	PO BOX 172, Escanaba, MI 49829-0172	MI	1973-07	$56,665
14	Escanaba Aqua Nuts Water Ski Club, John Holmes	2200 3rd Ave S, Escanaba, MI 49829-2330	MI	2004-07	$6,208
15	Escanaba Area Figure Skating Club Inc	1510 16th Ave S, Escanaba, MI 49829-2003	MI	1991-02	$76,532
16	Escanaba Area Junior Hockey Association Inc	PO BOX 150, Escanaba, MI 49829-0150	MI	1976-03	$101,418
17	Escanaba Country Club	PO BOX 296, Escanaba, MI 49829-0296	MI	1962-02	$552,729
18	Escanaba Cubs Baseball Club Inc	1109 7th Ave S, Escanaba, MI 49829-3209	MI	1994-04	$26,425
19	Escanaba Rotary Trust Fund For Children With Special Needs	2500 S Hill Rd, Gladstone, MI 49837-2310	MI	1958-11	$227,799
20	Eskymo Blue Line Club	PO BOX 1, Escanaba, MI 49829-0001	MI	2005-10	$93,282

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Erwin & Isabelle Ziegelman Foundation and has no official or unofficial affiliation with Erwin & Isabelle Ziegelman Foundation