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Ziegler Family Foundation Inc

  • Brookfield, WI
  • Tax-exempt since Dec. 2015
  • EIN: 47-2563684

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$198k (2023)

Expenses
$972k (2023)

Total Assets
$11.9M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$198,005
Expenses
$971,511
Net Income
-$773,506
Net Assets
$11,936,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27,701
14.0%
Dividends $107,959
54.5%
Sales of Assets $62,345
31.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $971,511
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,936,764
Total Liabilities $0
Net Assets $11,936,764
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$540,497
Expenses
$1,618,741
Net Income
-$1,078,244
Net Assets
$12,709,770
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,581
1.6%
Dividends $88,892
16.4%
Sales of Assets $443,024
82.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,591,398
98.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,712,937
Total Liabilities $3,167
Net Assets $12,709,770
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,103,806
Expenses
$666,457
Net Income
$437,349
Net Assets
$13,788,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $766
0.1%
Dividends $416,317
37.7%
Sales of Assets $686,723
62.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $639,785
96.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,788,014
Total Liabilities $0
Net Assets $13,788,014
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,877,117
Expenses
$736,183
Net Income
$1,140,934
Net Assets
$13,350,664
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,443
0.2%
Dividends $245,012
13.1%
Sales of Assets $1,628,662
86.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $727,262
98.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,350,665
Total Liabilities $1
Net Assets $13,350,664
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$740,095
Expenses
$569,884
Net Income
$170,211
Net Assets
$12,209,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22,517
3.0%
Dividends $171,300
23.1%
Sales of Assets $546,278
73.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $567,766
99.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,209,732
Total Liabilities $1
Net Assets $12,209,731
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$589,814
Expenses
$570,529
Net Income
$19,285
Net Assets
$12,039,520
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18,049
3.1%
Dividends $154,672
26.2%
Sales of Assets $417,093
70.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $552,551
96.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,039,520
Total Liabilities $0
Net Assets $12,039,520
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$967,150
Expenses
$515,290
Net Income
$451,860
Net Assets
$12,020,235
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,028
0.2%
Dividends $164,288
17.0%
Sales of Assets $800,834
82.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $515,290
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,020,235
Total Liabilities $0
Net Assets $12,020,235
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,583
Expenses
$470,136
Net Income
-$347,553
Net Assets
$11,568,372
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $283
0.2%
Dividends $115,524
94.2%
Sales of Assets $6,776
5.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $464,958
98.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,568,385
Total Liabilities $13
Net Assets $11,568,372
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
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Document Links

990-PF
Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$257,088
Expenses
$341,162
Net Income
-$84,074
Net Assets
$11,915,926
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $597
0.2%
Dividends $75,209
29.3%
Sales of Assets $181,282
70.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $341,162
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,915,926
Total Liabilities $0
Net Assets $11,915,926
Compensation
Key Employees and Officers Compensation Other
Carlene M Ziegler (President/Secretary/Director) $0 $0
Andrew A Ziegler (Vice President/Director) $0 $0
Caitlin B Ziegler (Vice President/Director) $0 $0
Rebecca L Himmelspach (Treasurer/Assistant Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,000,000
Expenses
$0
Net Income
$12,000,000
Net Assets
$12,000,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,000,000
Total Liabilities $0
Net Assets $12,000,000

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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