Nonprofit · EIN 31-1118863
SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC
Tax-exempt · MUNCIE, IN 47308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,464,157 | $1,078,944 | $385,213 | $12,409,810 | $9,592 | $12,400,218 |
| December 31, 2024 | 990-PF | $765,472 | $1,026,556 | -$261,084 | $12,015,005 | $0 | $12,015,005 |
| December 31, 2023 | 990-PF | $943,370 | $912,134 | $31,236 | $12,277,089 | $1,000 | $12,276,089 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $282,371
- Interest
- $104,218
- Net gain from sales of assets
- $1,077,568
Expenses
- Grants and similar amounts paid
- $800,916
- Compensation of officers, directors and key employees
- $134,400
- Disbursements for charitable purposes
- $905,534
- Excise tax on investment income
- $18,352
Balance sheet and other
- Total assets, start of year
- $12,015,005
- Total assets, end of year
- $12,409,810
- Total liabilities, end of year
- $9,592
- Net assets, end of year
- $12,400,218
- Fair market value of assets
- $18,857,023
- Qualifying distributions
- $905,534
- Net investment income
- $1,464,157
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD M ZEIGLER PO BOX 1775, MUNCIE, IN 47308 | PRESIDENT | 37 | $134,400 | $32,571 |
| STEFAN S ANDERSON PO BOX 1775, MUNCIE, IN 47308 | VICE PRESIDENT | 0.5 | $0 | $0 |
| JOHN E WORTHEN PO BOX 1775, MUNCIE, IN 47308 | SECRETARY | 0.5 | $0 | $0 |
| MARLA K TEMPLETON PO BOX 1775, MUNCIE, IN 47308 | TREASURER | 0.5 | $0 | $0 |
| JEANNE D ZEIGLER PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| JENNIFER MEARNS PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| JON MOLL PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| MALCOLM CAIRNS PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| MICHAEL GALLIHER PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD M ZEIGLER PO BOX 1775, MUNCIE, IN 47308 | PRESIDENT | 37 | $130,400 | $29,184 |
| STEFAN S ANDERSON PO BOX 1775, MUNCIE, IN 47308 | VICE PRESIDENT | 0.5 | $0 | $0 |
| JOHN E WORTHEN PO BOX 1775, MUNCIE, IN 47308 | SECRETARY | 0.5 | $0 | $0 |
| MARLA K TEMPLETON PO BOX 1775, MUNCIE, IN 47308 | TREASURER | 0.5 | $0 | $0 |
| JEANNE D ZEIGLER PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| JENNIFER MEARNS PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| JON MOLL PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| MALCOLM CAIRNS PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| MICHAEL GALLIHER PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD M ZEIGLER PO BOX 1775, MUNCIE, IN 47308 | PRESIDENT | 37 | $112,933 | $11,293 |
| STEFAN S ANDERSON PO BOX 1775, MUNCIE, IN 47308 | VICE PRESIDENT | 0.5 | $0 | $0 |
| JOHN E WORTHEN PO BOX 1775, MUNCIE, IN 47308 | SECRETARY | 0.5 | $0 | $0 |
| MARLA K TEMPLETON PO BOX 1775, MUNCIE, IN 47308 | TREASURER | 0.5 | $0 | $0 |
| JENNIFER MEARNS PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| JON MOLL PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| TRICIA STANLEY PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
| MALCOLM CAIRNS PO BOX 1775, MUNCIE, IN 47308 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1775, MUNCIE, IN 47308-1775
- Signed the 990-PF
- RICHARD M ZEIGLER, PRESIDENT
- Phone
- (317) 430-1452
- Website
- SMZFOUNDATION.ORG
- Return prepared by
- WHITINGER & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1118863
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,409,810
- Income (IRS master file)
- $5,695,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,464,157 | $1,078,944 | $12,409,810 | IRS |
| 990-PF | December 2024 | $765,472 | $1,026,556 | $12,015,005 | IRS |
| 990-PF | December 2023 | $943,370 | $912,134 | $12,277,089 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1118863).
Questions about SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC
- What is the EIN of SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC?
- The employer identification number (EIN) of SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC is 31-1118863.
- Is SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $134,400 (RICHARD M ZEIGLER, PRESIDENT).
- How much revenue does SHERMAN AND MARJORIE ZEIGLER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,464,157, expenses of $1,078,944 and total assets of $12,409,810 at year end.
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