Nonprofit · EIN 83-0282365
HERBERT & DOROTHY ZULLIG FOUNDATION
Tax-exempt · SHERIDAN, WY 82801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $203,713 | $269,673 | -$65,960 | $2,624,088 | $3,264 | $2,620,824 |
| December 31, 2024 | 990-PF | $217,410 | $220,964 | -$3,554 | $2,686,784 | $0 | $2,686,784 |
| December 31, 2023 | 990-PF | $145,491 | $210,057 | -$64,566 | $2,690,338 | $0 | $2,690,338 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $55,542
- Interest
- $22,925
- Net gain from sales of assets
- $124,421
- Other income
- $825
Expenses
- Grants and similar amounts paid
- $203,600
- Compensation of officers, directors and key employees
- $2,000
- Disbursements for charitable purposes
- $205,225
- Excise tax on investment income
- $1,963
Balance sheet and other
- Total assets, start of year
- $2,686,784
- Total assets, end of year
- $2,624,088
- Total liabilities, end of year
- $3,264
- Net assets, end of year
- $2,620,824
- Fair market value of assets
- $3,727,576
- Qualifying distributions
- $205,225
- Net investment income
- $203,713
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 |
|---|---|---|---|
| TOMMY DAVIS PO BOX 603, SHERIDAN, WY 82801 | TREASURER | 1 | $1,000 |
| ROBERT BERGER PO BOX 603, SHERIDAN, WY 82801 | FORMER PRESI | 1 | $1,000 |
| CAROL ZUERCHER PO BOX 603, SHERIDAN, WY 82801 | PRESIDENT | 1 | $0 |
| BLAKE GODWIN PO BOX 603, SHERIDAN, WY 82801 | DIRECTOR | 1 | $0 |
| ALISA TRACY PO BOX 603, SHERIDAN, WY 82801 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOMMY DAVIS PO BOX 603, SHERIDAN, WY 82801 | TREASURER | 1 | $0 |
| ROBERT BERGER PO BOX 603, SHERIDAN, WY 82801 | PRESIDENT | 1 | $0 |
| CAROL ZUERCHER PO BOX 603, SHERIDAN, WY 82801 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVERETT J MOHATT PO BOX 603, SHERIDAN, WY 82801 | TREASURER | 2 | $0 |
| ROBERT BERGER PO BOX 603, SHERIDAN, WY 82801 | PRESIDENT | 2 | $0 |
| CAROL ZUERCHER PO BOX 603, SHERIDAN, WY 82801 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 603, SHERIDAN, WY 82801-0603
- Signed the 990-PF
- ALISA TRACY, SECRETARY
- Phone
- (307) 672-6494
- Return prepared by
- MOHATT JOHNSON & GODWIN LLP
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
- 83-0282365
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,624,088
- Income (IRS master file)
- $1,059,074
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $203,713 | $269,673 | $2,624,088 | IRS |
| 990-PF | December 2024 | $217,410 | $220,964 | $2,686,784 | IRS |
| 990-PF | December 2023 | $145,491 | $210,057 | $2,690,338 | 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 83-0282365).
Questions about HERBERT & DOROTHY ZULLIG FOUNDATION
- What is the EIN of HERBERT & DOROTHY ZULLIG FOUNDATION?
- The employer identification number (EIN) of HERBERT & DOROTHY ZULLIG FOUNDATION is 83-0282365.
- Is HERBERT & DOROTHY ZULLIG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to HERBERT & DOROTHY ZULLIG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT & DOROTHY ZULLIG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT & DOROTHY ZULLIG FOUNDATION 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 HERBERT & DOROTHY ZULLIG FOUNDATION 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 HERBERT & DOROTHY ZULLIG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $1,000 (TOMMY DAVIS, TREASURER).
- How much revenue does HERBERT & DOROTHY ZULLIG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $203,713, expenses of $269,673 and total assets of $2,624,088 at year end.
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