ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-11
- IRS object ID
- 202401939349101200
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-11T15:39:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320085103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Dawn Zuilhof Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN ZUILHOF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAWN | PersonFirstNm |
| Person Last | ZUILHOF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,788,497 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $401,237 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $336,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $476,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,904 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,922 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,696 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,196,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,333,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,677,801 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,251,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,444,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,788,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,251,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,444,267 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,251,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,444,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,251,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,444,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,251,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,758 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,444,267 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,444,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $336,743 | GrossSalesPriceAmt |
| Cost Or Other Basis | $224,865 | CostOrOtherBasisAmt |
| Gain Or Loss | $111,878 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $111,878 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,878 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,118 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,118 | SubtotalAmt |
| Tax Based On Investment Income | $2,118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $82 | OverpaymentAmt |
| Applied To ES Tax | $82 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ellen Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP Community Service | 0.0 | $0 | $0 | $0 |
| Chad Minyard | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP Missions | 0.0 | $0 | $0 | $0 |
| Leanne Minyard | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP Site Visitations | 0.0 | $0 | $0 | $0 |
| Dawn D Zuilhof | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Jacobus Zuilhof | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP Invest & Strategic Planning | 0.0 | $0 | $0 | $0 |
| Robert Zuilhof | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,373,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,467,317 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,467,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,430,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,118 | TotalTaxAmt |
| Distributable Before Adj | $119,397 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,397 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,608 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $259,608 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,397 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $73,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,608 | QualifyingDistributionsAmt |
| Applied To Current Year | $119,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,211 | RemainingDistriFromCorpusAmt |
| Total Corpus | $213,357 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $213,357 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $73,146 | ExcessFromYear1Amt |
| Excess From Current Year | $140,211 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dawn D Zuilhof | ContributingManagerNm |
| Contributing Manager | Robert Zuilhof | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACH CHILD AND FAMILY SERVICES | |||||||
| 3712 WICHITA ST | FORT WORTH | TX | 76119 | N/A | PC | Charitable Event | $10,000 |
| ACTION AGAINST HUNGER USA | |||||||
| 1 WHITEHALL ST FRNT 2 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,000 |
| ALL STAR EQUESTRIAN FOUNDATION INC | |||||||
| PO BOX 892 | MANSFIELD | TX | 76063 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $11,000 |
| AZLE CARING CENTER | |||||||
| 317 COMMERCE ST | AZLE | TX | 76020 | N/A | PC | General & Unrestricted | $5,000 |
| AZLE CARING CENTER | |||||||
| 317 COMMERCE ST | AZLE | TX | 76020 | N/A | PC | Backpack Program | $5,000 |
| BEAUTIFUL FEET CHURCH SBC INC | |||||||
| PO BOX 6212 | FORT WORTH | TX | 76115 | N/A | PC | General & Unrestricted | $2,500 |
| BRACKENS KITCHEN INC | |||||||
| 13941 NAUTILUS DR | GARDEN GROVE | CA | 92843 | N/A | PC | Charitable Event | $5,000 |
| FEED SPOKANE | |||||||
| 1114 N FANCHER RD STE 109 | SPOKANE VALLEY | WA | 99212 | N/A | PC | General & Unrestricted | $3,000 |
| FIRST CHRISTIAN CHURCH OF H B | |||||||
| 1207 MAIN ST | HUNTINGTN BCH | CA | 92648 | N/A | PC | General & Unrestricted | $6,000 |
| FIRST METHODIST CHURCH OF AZLE | |||||||
| 200 CHURCH ST | AZLE | TX | 76020 | N/A | PC | General & Unrestricted | $6,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $3,000 |
| FORT WORTH HOPE CENTER | |||||||
| 3625 E LOOP 820 S | FORT WORTH | TX | 76119 | N/A | PC | General & Unrestricted | $2,000 |
| GOOD N E W S LIVING AT HOME-BLOCK NURSE PROGRAM | |||||||
| 412 COMMERCE ST | AZLE | TX | 76020 | N/A | PC | General & Unrestricted | $2,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC - FORT WORT | |||||||
| 9333 N NORMANDALE ST | FORT WORTH | TX | 76116 | N/A | PC | General & Unrestricted | $1,000 |
| HEALING THE CHILDREN NORTHEAST INCORPORATED | |||||||
| 219 KENT RD | NEW MILFORD | CT | 06776 | N/A | PC | medical mission to Peru fund led by linda biron | $1,000 |
| HIGH DESERT COMMUNITY FOUNDATION | |||||||
| PO BOX 2028 | APPLE VALLEY | CA | 92307 | N/A | PC | SQUASH 4 FRIENDS fund | $5,000 |
| HIGH DESERT COMMUNITY FOUNDATION | |||||||
| PO BOX 2028 | APPLE VALLEY | CA | 92307 | N/A | PC | God's Hand Extended program | $10,000 |
| HIGH DESERT COMMUNITY FOUNDATION | |||||||
| PO BOX 2028 | APPLE VALLEY | CA | 92307 | N/A | PC | God's Hand Extended program | $10,000 |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | N/A | PC | General & Unrestricted | $3,000 |
| KIDS ALIVE INTERNATIONAL INC | |||||||
| 2555 NORTHWINDS PKWY STE 1300 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $2,000 |
| LIGHTHOUSE FOR THE HOMELESS | |||||||
| PO BOX 2645 | FORT WORTH | TX | 76113 | N/A | PC | General & Unrestricted | $4,000 |
| ONE COLLECTIVE NFP | |||||||
| 2155 POINT BLVD STE 200 | ELGIN | IL | 60123 | N/A | PC | President's Weekend pledge | $110,000 |
| PROJECT ORBIS INTERNATIONAL INC | |||||||
| 52 VANDERBILT AVE 8TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,500 |
| ROCKETSHIP EDUCATION | |||||||
| 350 TWIN DOLPHIN DR STE 109 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $2,000 |
| SAFE HARBOR COUNSELING CENTER | |||||||
| PO BOX 1924 | WEATHERFORD | TX | 76086 | N/A | PC | Azle Location fund | $2,500 |
| SAFEHAVEN OF TARRANT COUNTY | |||||||
| 1010 N CENTER ST | ARLINGTON | TX | 76011 | N/A | PC | General & Unrestricted | $5,000 |
| THE BROOKWOOD COMMUNITY INC | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PC | Charitable Event | $5,000 |
| VOLUNTEER FLORIDA FOUNDATION INC | |||||||
| 1545 RAYMOND DIEHL RD STE 250 | TALLAHASSEE | FL | 32308 | N/A | SO I | Fort Myers Families affected by Hurricane Ian fund | $10,000 |
| WELL IN THE DESERT | |||||||
| 160 N LURING DR STE D | PALM SPRINGS | CA | 92262 | N/A | PC | General & Unrestricted | $2,000 |
| ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME | |||||||
| 110 EAST 42ND ST 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,422 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,955 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Zuilhof Robert | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Throckmorton St 3012 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $401,237 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DIMENSIONAL US CORE EQUITY 2 ETF DFAC, 9100.206 sh. | $250,391 | 2023-08-14 |
| 1 | DIMENSIONAL US CORE EQUITY 2 ETF DFAC, 5200 sh. | $150,846 | 2023-12-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $102,039 | $110,196 |
| DFA INTERNATIONAL CORE EQUITY | $210,732 | $248,624 |
| DFA INVESTMENT GRADE PORTFOLIO | $538,967 | $455,956 |
| DFA INVT DIMENSIONS GROUP INC | $512,851 | $871,876 |
| DFA ONE-YEAR FIXED INC PORTFOL | $491,368 | $488,621 |
| DIMENSIONAL US CORE EQUITY 2 E | $477,614 | $502,528 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,583 | $14,583 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $21,904 | Amt |
| Net Investment Income | $21,904 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $1,400 |
| 990-PF Excise Tax for 2022 | $522 |
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