2025-05-13T10:49:38-05:00 2024-12-31 943145806 REALIZE CPA LLP 220 JACKSON STREET FLOOR 2 SAN FRANCISCO CA 94111 990PF 2024-01-01 462243181 THE ZIERK FAMILY FOUNDATION ZIER 4153625990 5373 WENONAH DR DALLAS TX 75209 DAVID K ZIERK PRESIDENT 4153625990 2025-05-06 1 1 STEPHEN DUPREY P01087350 4153625990 2024 2025-03-06 01:10:19Z X 41800801 X X 878683 878683 574523 574523 3308601 22101002 3308601 4761807 4761807 0 0 0 0 0 13000 6500 0 0 4983 4983 0 0 17983 11483 0 0 2697500 2697500 2715483 11483 0 2697500 2046324 4750324 0 1379873 3013840 3013840 37707603 38119960 38786961 39087476 41133800 41800801 0 0 X 0 0 0 0 39087476 41133800 39087476 41133800 39087476 41133800 39087476 2046324 0 41133800 0 41133800 AMAZON.COM INC P 740070 361800 378270 378270 ARCHER-DANIELS MIDLAND P 828482 799511 28971 28971 BUNGE GLOBAL P 676260 648350 27910 27910 BUNGE GLOBAL P 619075 580800 38275 38275 CANNAE HOLDINGS INC P 137755 140700 -2945 -2945 CARDLYTICS INC P 2027456 1743578 283878 283878 CHARLES SCHWAB CORP P 770232 638589 131643 131643 CHARTER COMMUNICATION P 300531 258420 42111 42111 COMCAST CORP P 620088 610229 9859 9859 DELL TECHNOLOGIES INC P 2320459 1954798 365661 365661 DISNEY WALT CO P 463187 352270 110917 110917 DISNEY WALT CO P 452265 317740 134525 134525 FRANKLIN RES INC P 391734 360179 31555 31555 GARRETT MOTION INC P 653719 594121 59598 59598 KODIAK GAS SVCS INC P 311645 269313 42332 42332 MADISON SQUARE GARDEN CO P 1612572 1444551 168021 168021 META PLATFORMS INC P 386180 166120 220060 220060 MONGODB INC P 547968 472559 75409 75409 MORGAN STANLEY P 341630 225135 116495 116495 NOODLES & CO P 50496 59176 -8680 -8680 NOODLES & CO P 45981 175985 -130004 -130004 PAR PAC HLDGS INC P 158490 159736 -1246 -1246 SALESFORCE INC P 408738 246755 161983 161983 SHELL PLC P 317870 323850 -5980 -5980 SHERWIN WILLIAMS CO P 453452 349125 104327 104327 SONY GROUP CORP P 367084 340919 26165 26165 SOUTHWEST AIRLINES P 1116378 1027320 89058 89058 STARBUCKS CORP P 398854 380519 18335 18335 TRANSALTA CORP P 182837 293792 -110955 -110955 TRANSALTA CORP P 1225757 848954 376803 376803 UNION PACIFIC CORP P 241098 211860 29238 29238 WALT DISNEY CO P 1325433 973507 351926 351926 WORKDAY INC P 1607222 1462140 145082 145082 *OTHER P 4 4 4 3308601 66030 0 66030 0 66030 75156 0 0 0 75156 0 9126 9126 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A DAVID ZIERK 4158083008 5373 WENONAH DR DALLAS TX 75209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID K ZIERK 5373 WENONAH DR DALLAS TX 75209 PRESIDENT & TREASURER 1.00 0 0 0 DAWN M ZIERK 5373 WENONAH DR DALLAS TX 75209 VICE PRESIDENT & SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 38524433 2266874 0 40791307 0 0 40791307 611870 40179437 2008972 2008972 66030 66030 1942942 0 1942942 0 1942942 2697500 0 2697500 1942942 0 0 996839 2754747 1105284 4856870 2697500 0 0 0 1942942 754558 0 0 5611428 0 0 0 0 0 0 0 5611428 996839 2754747 1105284 754558 DAVID K ZIERK X CHRIST THE KING CATHOLIC CHURCH (DALLAS) PO BOX 227281 DALLAS TX 752227281 NONE 501(C)(3) TO SUPPORT THE CHURCH. 200000 CORNERSTONE CROSSROADS ACADEMY PO BOX 151062 DALLAS TX 75315 NONE 501(C)(3) TO SUPPORT CHILDREN EDUCATION. 2500 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 943056003 NONE 501(C)(3) TO SUPPORT THE UNIVERSITY. 100000 KUKIO HO'OMANA FUND PO BOX 5380 KAILUAKONA HI 96745 NONE 501(C)(3) TO SUPPORT THE LOCAL COMMUNITY. 5000 MONTEREY PENINSULA FOUNDATION 1 LOWER RAGSDALE DR BUILDING 3 MONTEREY CA 939405749 NONE 501(C)(3) TO SUPPORT THE COMMUNITY. 55000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 NONE 501(C)(3) TO SUPPORT HUNGRY CHILDREN, SENIORS, AND FAMILIES. 50000 SMU CATHOLIC CAMPUS MINISTRY 3057 UNIVERSITY BLVD DALLAS TX 75205 NONE 501(C)(3) TO SUPPORT EDUCATION. 5000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVENUE SUITE 100 DALLAS TX 752193911 NONE 501(C)(3) TO SUPPORT MEDICAL EDUCATION, MEDICAL RESEARCH, AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY. 100000 ST MARK'S SCHOOL OF TEXAS 10600 PRESTON RD DALLAS TX 752304047 NONE 501(C)(3) TO SUPPORT THE CHILDREN EDUCATION. 2100000 ST MICHAEL THE ARCHANGEL CHURCH 67-390 GOODALE AVENUE WAIALUA HI 96791 NONE 501(C)(3) TO SUPPORT THE CHURCH. 10000 THE CRYSTAL CHARITY BALL 3838 OAK LAWN AVENUE SUITE L150 DALLAS TX 75219 NONE 501(C)(3) TO SUPPORT CHILDREN'S CHARITIES IN DALLAS COUNTY. 10000 THE DALLAS FOUNDATION 3000 PEGASUS PARK DR 930 SUITE 390 DALLAS TX 75247 NONE 501(C)(3) TO SUPPORT THE CITY OF DALLAS. 10000 UNITED TO LEARN 5310 HARVEST HILL RD STE 190 DALLAS TX 752305823 NONE 501(C)(3) TO SUPPORT THE SCHOOL AND COMMUNITY. 50000 2697500 0 01 878683 01 574523 18 3308601 0 4761807 0 4761807 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13000 6500 0 0 SUPPLEMENTARY STATEMENTS PART: XV LINE: 2 THE 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. INVESTMENTS - CHARLES SCHWAB #2453 AT COST 38119960 38786961 DAVID DAWN ZIERK 5373 WENONAH DR DALLAS TX 75209 FOREIGN TAXES 4983 4983 0 0