BETA

ZIERK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZIERK FAMILY FOUNDATION (EIN 46-2243181)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-11
IRS object ID
202410719349100721
Schema version
2023v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-11T19:00:09-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943145806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REALIZE CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462243181EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ZIERK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZIERBusinessNameControlTxt
Phone4153625990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15373 WENONAH DRAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID K ZIERKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4153625990PhoneNum
Signature2024-02-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastZIERKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN DUPREYPreparerPersonNm
PTINP01087350PTIN
Phone4153625990PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,612,223FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$687,609InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$687,609InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$384,361DividendsRevAndExpnssAmt
Dividends Net Invst Incm$384,361DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,115,892NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,444,240GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,115,892CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,187,862TotalRevAndExpnssAmt
Total Net Invst Incm$3,187,862TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,351TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,351TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,351TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,351TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,990,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,990,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,015,351TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,351TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,990,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,511ExcessRevenueOverExpensesAmt
Net Investment Income$3,183,511NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,117,186SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,379,873SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,379,873SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$31,797,779OtherInvestmentsBOYAmt
Other Investments EOY$37,707,603OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,232,350OtherInvestmentsEOYFMVAmt
Total Assets BOY$38,914,965TotalAssetsBOYAmt
Total Assets EOY$39,087,476TotalAssetsEOYAmt
Total Assets EOYFMV$40,612,223TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$38,914,965RetainedEarningBOYAmt
Retained Earning EOY$39,087,476RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,914,965TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,087,476TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,914,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,087,476TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,914,965TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,511ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$39,087,476SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,087,476TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMAZON.COM INCP$2,000,792$1,356,806$643,986$643,986
AMAZON.COM INCP$155,024$90,450$64,574$64,574
BIOGEN INCP$534,936$567,080-$32,144-$32,144
BUNGE GLOBAL SAP$107,240$96,800$10,440$10,440
BUNGE LIMITEDP$851,627$774,185$77,442$77,442
CHARLES SCHWAB CORPP$281,233$205,514$75,719$75,719
CHARTER COMMUNICATN AP$3,819,394$5,357,611-$1,538,217-$1,538,217
ELECTRONIC ARTS INCP$1,243,052$1,280,119-$37,067-$37,067
HILLTOP HOLDINGS INCP$1,851,837$1,678,191$173,646$173,646
KODIAK GAS SVCS INCP$193,135$181,923$11,212$11,212
META PLATFORMS INCP$2,440,325$2,024,599$415,726$415,726
NOODLES & COP$365,429$332,920$32,509$32,509
ORION OFFICE REIT INCP$236,597$544,300-$307,703-$307,703
RESTAURANT BRANDSP$678,984$481,296$197,688$197,688
RESTAURANT BRANDSP$1,358,782$956,977$401,805$401,805
SALESFORCE INC: CRMP$1,749,440$1,632,195$117,245$117,245
SNAP INCP$424,577$341,894$82,683$82,683
SPDR S&P 500 ETF: SPYP$7,458,118$7,004,437$453,681$453,681
SPDR S&P 500 ETF: SPYP$2,453,500$1,527,120$926,380$926,380
SPDR S&P BIOTECH ETF: XBIP$1,025,805$997,117$28,688$28,688
SPDR S&P BIOTECH ETF: XBIP$595,238$570,990$24,248$24,248
TRANSUNIONP$563,870$490,889$72,981$72,981
UNION PACIFIC CORPP$1,308,169$1,235,363$72,806$72,806
WALT DISNEY COP$1,747,136$1,599,572$147,564$147,564
FieldValueIRS element (for citing)
Capital Gain Net Income$2,115,892CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44,251InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44,251SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44,251TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$44,407EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$44,407TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$156OverpaymentAmt
Applied To ES Tax$156AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID ZIERKIndividualWithBooksNm
Phone4158083008PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15373 WENONAH DRAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID K ZIERK
5373 WENONAH DRDALLASTX75209PRESIDENT & TREASURER1.00$0$0$0
DAWN M ZIERK
5373 WENONAH DRDALLASTX75209VICE PRESIDENT & SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,044,174AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,122,664AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,166,838TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,166,838AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$587,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,579,335NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,928,967MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,928,967MinimumInvestmentReturnAmt
Tax Based On Investment Income$44,251TaxBasedOnInvestmentIncomeAmt
Total Tax$44,251TotalTaxAmt
Distributable Before Adj$1,884,716DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,884,716DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,884,716DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,990,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,990,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,884,716DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$599,894ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$996,839ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,754,747ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,351,480TotalExcessDistributionCyovAmt
Qualifying Distributions$2,990,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,884,716AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,105,284RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,456,764TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$599,894ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,856,870ExcessDistriCyovToNextYrAmt
Excess From Year2$996,839ExcessFromYear2Amt
Excess From Year1$2,754,747ExcessFromYear1Amt
Excess From Current Year$1,105,284ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID K ZIERKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRIST THE KING CATHOLIC CHURCH (DALLAS)
PO BOX 227281DALLASTX752227281NONE501(C)(3)TO SUPPORT THE CHURCH.$50,000
FIRST TEE SF
99 HARDING ROADSAN FRANCISCOCA94132NONE501(C)(3)TO TEACH GOLF TO YOUTH.$300,000
FRIENDS OF UNITED HATZALAH
442 5TH AVE SUITE 1866NEW YORKNY10018NONE501(C)(3)TO PROVIDE EMERGENCY MEDICAL SERVICES.$10,000
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA943056003NONE501(C)(3)TO SUPPORT THE UNIVERSITY.$100,000
JIM SAUNDERS FUND
PO BOX 1089KAILUAKONAHI967451089NONE501(C)(3)TO SUPPORT EDUCATION.$25,000
KUKIO HO'OMANA FUND
PO BOX 5380KAILUAKONAHI96745NONE501(C)(3)TO SUPPORT THE LOCAL COMMUNITY.$5,000
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075NONE501(C)(3)TO SUPPORT HUNGRY CHILDREN, SENIORS, AND FAMILIES.$50,000
REDF
221 MAIN STREET SUITE 1550SAN FRANCISCOCA94105NONE501(C)(3)TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS.$300,000
ST MARK'S SCHOOL OF TEXAS
10600 PRESTON RDDALLASTX752304047NONE501(C)(3)TO SUPPORT THE CHILDREN EDUCATION.$2,000,000
ST MICHAEL THE ARCHANGEL CHURCH
67-390 GOODALE AVENUEWAIALUAHI96791NONE501(C)(3)TO SUPPORT THE CHURCH.$10,000
THE DALLAS FOUNDATION
3000 PEGASUS PARK DR 930 SUITE 390DALLASTX75247NONE501(C)(3)TO SUPPORT THE CITY OF DALLAS.$15,000
UNITED TO LEARN
5310 HARVEST HILL RD STE 190DALLASTX752305823NONE501(C)(3)TO SUPPORT THE SCHOOL AND COMMUNITY.$25,000
UT SOUTHWESTERN MEDICAL CENTER (UTSW)
5323 HARRY HINES BLVDDALLASTX753907208NONE501(C)(3)TO SUPPORT THE THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE OF UTSW.$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,990,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$687,609ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$384,361ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,115,892ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,187,862ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,187,862TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$13,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTARY STATEMENTSIdentifierTxt
Form And Line ReferencePART: XV LINE: 2FormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION'S PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER IRC SEC 501(C)(3). THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATION'S ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - CHARLES SCHWAB #2453CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$37,707,603BookValueAmt
EOYFMV$39,232,350EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNON DEDUCTIBLE EXPENSEDesc
Revenue And Expenses Per Books$8,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDAVID DAWN ZIERKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15373 WENONAH DRAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,351Amt
Net Investment Income$4,351NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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