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ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-03
IRS object ID
202530939349100408
Schema version
2024v5.1
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)
Return2025-04-03T07:44:10-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320085103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robert and Dawn Zuilhof Family FoundationBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDawn ZuilhofPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,066,371FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,896ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,815InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,815InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$78,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,297DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$47,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$830,198GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,208CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$188,634TotalRevAndExpnssAmt
Total Net Invst Incm$202,320TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$23,471OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,471OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$16,471OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,471OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,842TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,471TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,471TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,842TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,471TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,471TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,792ExcessRevenueOverExpensesAmt
Net Investment Income$178,849NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$110,696SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$167,990SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$167,990SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,333,571CorporateStockBOYAmt
Corporate Stock EOY$2,305,069CorporateStockEOYAmt
Corporate Stock EOYFMV$2,898,381CorporateStockEOYFMVAmt
Total Assets BOY$2,444,267TotalAssetsBOYAmt
Total Assets EOY$2,473,059TotalAssetsEOYAmt
Total Assets EOYFMV$3,066,371TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,444,267RetainedEarningBOYAmt
Retained Earning EOY$2,473,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,444,267TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,473,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,444,267TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,473,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,444,267TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,792ExcessRevenueOverExpensesAmt
Subtotal$2,473,059SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,473,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$830,198GrossSalesPriceAmt
Cost Or Other Basis$712,990CostOrOtherBasisAmt
Gain Or Loss$117,208GainOrLossAmt
Gains Minus Excess Or Losses$117,208GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$117,208CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,486InvestmentIncomeExciseTaxAmt
Subtotal$2,486SubtotalAmt
Tax Based On Investment Income$2,486TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,182EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,182TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$304TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ellen Chapman
Foundation Source 501 Silverside RdWilmingtonDE198091377VP Community Service0.0$0$0$0
Chad Minyard
Foundation Source 501 Silverside RdWilmingtonDE198091377VP Missions0.0$0$0$0
Leanne Minyard
Foundation Source 501 Silverside RdWilmingtonDE198091377VP Site Visitations0.0$0$0$0
Dawn D Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Jacobus Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377VP Invest & Strategic Planning0.0$0$0$0
Robert Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,694,912AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,964AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,945,876TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,945,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,188CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,901,688NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,084MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,084MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,486TaxBasedOnInvestmentIncomeAmt
Total Tax$2,486TotalTaxAmt
Distributable Before Adj$142,598DistributableBeforeAdjAmt
Distributable Before Ded$142,598DistributableBeforeDedAmt
Distributable As Adjusted$142,598DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,471ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$133,471QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,598DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$73,146ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$140,211ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$213,357TotalExcessDistributionCyovAmt
Qualifying Distributions$133,471QualifyingDistributionsAmt
Applied To Current Year$133,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$9,127ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,127ExcessDistributionCyovAppCYAmt
Total Corpus$204,230TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$204,230ExcessDistriCyovToNextYrAmt
Excess From Year2$64,019ExcessFromYear2Amt
Excess From Year1$140,211ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDawn D ZuilhofContributingManagerNm
Contributing ManagerRobert ZuilhofContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119N/APCHoot n Holler event$10,000
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119N/APCResidential Treatment Area Improvements$5,000
ACTION AGAINST HUNGER USA
1 WHITEHALL ST FRNT 2NEW YORKNY10004N/APCGeneral & Unrestricted$5,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER ST 11TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$4,000
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCGeneral & Unrestricted$5,000
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCCapital Campaign$10,000
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCBackpack program$5,000
BEAUTIFUL FEET CHURCH SBC INC
PO BOX 6212FORT WORTHTX76115N/APCGeneral & Unrestricted$2,500
BELOVED ASHEVILLE
32 OLD CHARLOTTE HWYASHEVILLENC28803N/APCGeneral & Unrestricted$6,000
BRACKENS KITCHEN INC
13941 NAUTILUS DRGARDEN GROVECA92843N/APCCharitable Event$5,000
EPILEPSY FOUNDATION OF AMERICA
3540 CRAIN HWY STE 675BOWIEMD20716N/APCGeneral & Unrestricted$500
FEED SPOKANE
1114 N FANCHER STE 109SPOKANEWA99212N/APCGeneral & Unrestricted$2,000
FIRST CHRISTIAN CHURCH OF H B
1207 MAIN STHUNTINGTN BCHCA92648N/APCGeneral & Unrestricted$6,000
FIRST METHODIST CHURCH OF AZLE
200 CHURCH STAZLETX76020N/APCGeneral & Unrestricted$6,000
FISHER HOUSE FOUNDATION INC
12300 TWINBROOK PKWY STE 410ROCKVILLEMD20852N/APCGeneral & Unrestricted$1,000
FORT WORTH HOPE CENTER
3625 E LOOP 820 SFORT WORTHTX76119N/APCGeneral & Unrestricted$1,000
GOOD N E W S LIVING AT HOME-BLOCK NURSE PROGRAM
412 COMMERCE STAZLETX76020N/APCGeneral & Unrestricted$2,500
HABITAT FOR HUMANITY INTERNATIONAL INC - FORT WORT
9333 N NORMANDALE STFORT WORTHTX76116N/APCGeneral & Unrestricted$1,000
HEALING THE CHILDREN NORTHEAST INCORPORATED
219 KENT RDNEW MILFORDCT06776N/APCGeneral & Unrestricted$1,000
HIGH DESERT COMMUNITY FOUNDATION
PO BOX 2028APPLE VALLEYCA92307N/APCSquash 4 Friends fund$3,000
HIGH DESERT COMMUNITY FOUNDATION
PO BOX 2028APPLE VALLEYCA92307N/APCHigh Desert Outreach Center$1,000
HIGH DESERT COMMUNITY FOUNDATION
PO BOX 2028APPLE VALLEYCA92307N/APCLucerne Valley Youth Project$1,000
HIGH DESERT COMMUNITY FOUNDATION
PO BOX 2028APPLE VALLEYCA92307N/APCGod's Hand Extended program$5,000
KIDS ALIVE INTERNATIONAL INC
PO BOX 528ALPHARETTAGA30009N/APCGeneral & Unrestricted$2,000
LIGHTHOUSE FOR THE HOMELESS
PO BOX 2645FORT WORTHTX76113N/APCGeneral & Unrestricted$4,000
MCDOWELL LFAC
263 BARNES RDMARIONNC28752N/APCGeneral & Unrestricted$2,000
PROJECT ORBIS INTERNATIONAL INC
52 VANDERBILT AVE 8TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$1,000
SAFE HARBOR COUNSELING CENTER
PO BOX 1924WEATHERFORDTX76086N/APCAzle, TX Program$2,500
SAFEHAVEN OF TARRANT COUNTY
1010 N CENTER STARLINGTONTX76011N/APCGeneral & Unrestricted$5,000
THE BROOKWOOD COMMUNITY INC
1752 FM 1489BROOKSHIRETX77423N/APCGeneral & Unrestricted$5,000
ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME
110 EAST 42ND ST 16TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,815ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,297ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$47,374ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,738ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,738TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonZuilhof RobertContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1500 Throckmorton St 3012AddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,896TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyDIMENSIONAL US CORE EQUITY 2 ETF DFAC, 4200 sh.NoncashPropertyDesc
Fair Market Value$150,896FairMarketValueAmt
Received2024-12-16ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$106,004$118,261
DFA INTERNATIONAL CORE EQUITY$219,384$258,549
DFA INVT DIMENSIONS GROUP INC$524,814$1,048,585
DFA ONE-YEAR FIXED INC PORTFOL$584,520$582,952
DIMENSIONAL US CORE EQUITY 2 E$289,906$311,033
LOOMIS SAYLES FDS INV GRADE BO$580,441$579,001

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$16,446$16,446
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$23,471Amt
Net Investment Income$23,471NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$2,100
990-PF Extension for 2023$800

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