2022-05-12T11:27:08-05:00 2021-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2021-01-01 462243181 THE ZIERK FAMILY FOUNDATION ZIER 4153625990 5373 WENONAH DR DALLAS TX 75209 DAVID K ZIERK PRESIDENT 4153625990 2022-05-09 1 DAVID ZIERK 999009999 JILL LERVOLD P00440724 4153625990 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 45112661 X X 35460 35460 151230 151230 2183769 8049988 2183769 2370459 2370459 0 0 0 0 0 12000 0 0 0 43400 18400 0 0 55400 18400 0 0 3290000 3290000 3345400 18400 0 3290000 -974941 2352059 0 33079702 30784909 30784909 10601563 11901415 14327752 43681265 42686324 45112661 20000 20000 0 X 0 0 0 0 43661265 42686324 43661265 42686324 43681265 42686324 43661265 -974941 0 42686324 0 42686324 BOEING P 920638 696465 224173 224173 RESTAURANT BRANDS INTERN P 1258340 956977 301363 301363 CHEVRON CORP P 1071773 720434 351339 351339 RESTAURANT BRANDS INTERN P 1334677 956977 377700 377700 REATA PHARMACEUTICALS INC-A P 701777 661974 39803 39803 BIOGEN INC P 845054 567080 277974 277974 MIMECAST LTD P 525747 385420 140327 140327 CHARTER COMMUNICATIONS INC-A P 383663 302969 80694 80694 MIMECAST LTD P 411861 256769 155092 155092 MIMECAST LTD P 596458 361154 235304 235304 2183769 32694 0 32694 0 32694 40708 0 0 0 40708 X 46 7968 7968 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 15197533 32027945 0 47225478 0 0 47225478 708382 46517096 2325855 2325855 32694 32694 2293161 0 2293161 0 2293161 3290000 0 3290000 2293161 0 0 918224 2287919 599894 3806037 3290000 0 0 0 2293161 996839 0 0 4802876 0 0 0 0 0 0 918224 3884652 2287919 599894 996839 DAVID K ZIERK X CAFE MOMENTUM 1510 PACIFIC AVENUE DALLAS TX 752013505 NONE 501(C)(3) TO SUPPORT THE ALL YOUTH IN THE COMMUNITY TO PREPARE FOR LIFE SKILLS, EDUCATION, AND EMPLOYMENT. 50000 CATHOLIC CAMPUS MINISTRY AT SMU 3057 UNIVERSITY BLVD DALLAS TX 752051944 NONE 501(C)(3) TO SUPPORT THE CHURCH. 10000 CHRIST THE KING CATHOLIC CHURCH PO BOX 227281 DALLAS TX 752227281 NONE 501(C)(3) TO SUPPORT THE CHURCH 50000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 943056003 NONE 501(C)(3) TO SUPPORT THE UNIVERSITY 50000 JIM SAUNDERS FUND PO BOX 1089 KAILUAKONA HI 967451089 NONE 501(C)(3) TO SUPPORT EDUCATION. 100000 KUKIO COMMUNITY FUND 4139 HARDY STREET SUITE C LIHUE HI 96766 NONE 501(C)(3) TO HELP SUPPORT THE COMMUNITY. 5000 MONTEREY PENINSULA FOUNDATION 1 LOWER RAGSDALE DR BUILDING 3 MONTEREY CA 939405749 NONE 501(C)(3) TO SUPPORT THE COMMUNITY 30000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 NONE 501(C)(3) TO SUPPORT THE NAVY 25000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 NONE 501(C)(3) TO SUPPORT HUNGRY CHILDREN, SENIORS, AND FAMILIES. 100000 NOTRE DAME SCHOOL OF DALLAS 2018 ALLEN STREET DALLAS TX 752042604 NONE 501(C)(3) TO SUPPORT THE SCHOOL 25000 PEROT MUSEUM 2201 NORTH FIELD STREET DALLAS TX 75201 NONE 501(C)(3) TO SUPPORT THE MUSEUM 10000 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 NONE 501(C)(3) TO SUPPORT EDUCATION. 50000 REDF 221 MAIN STREET SUITE 1550 SAN FRANCISCO CA 94105 NONE 501(C)(3) TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS. 300000 RELEVANT RADIO 680 BARCLAY BLVD LINCOLNSHIRE IL 600694328 NONE 501(C)(3) TO SUPPORT THE RADIO STATION 5000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVENUE DALLAS TX 752193911 NONE 501(C)(3) TO SUPPORT MEDICAL EDUCATION, MEDICAL RESEARCH, AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY. 100000 ST MARK SCHOOL OF TEXAS 10600 PRESTON RD DALLAS TX 752304047 NONE 501(C)(3) TO SUPPORT THE CHILDREN EDUCATION. 2100000 TEACH FOR AMERICA - DALLAS- FORT WORTH 600 N PEARL ST STE 2300 DALLAS TX 75201 NONE 501(C)(3) TO SUPPORT THE YOUTH IN THE COMMUNITY. 25000 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 100000 THE DALLAS FOUNDATION 3000 PEGASUS PARK DR 930 SUITE 390 DALLAS TX 75247 NONE 501(C)(3) TO SUPPORT THE CITY OF DALLAS. 145000 UNITED TO LEARN 5310 HARVEST HILL RD STE 190 DALLAS TX 752305823 NONE 501(C)(3) TO SUPPORT THE SCHOOL AND COMMUNITY. 10000 3290000 0 01 35460 01 151230 18 2183769 0 2370459 0 2370459 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 12000 0 0 0 SUPPLEMENTARY STATEMENTS PART: XV LINE: 2 THE ORGANIZATIONS 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 ORGANIZATIONS 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 - JP MORGAN #6007 AT COST 11901415 14327752 DAVID DAWN ZIERK 5373 WENONAH DR DALLAS TX 75209 FEDERAL TAXES 25000 0 0 0 FOREIGN TAXES 18400 18400 0 0