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ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202231889349100413
Schema version
2021v4.2
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)
Return2022-07-07T11:25:03-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320085103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robert and Dawn Zuilhof FamilyBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
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
Signature2022-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAWNPersonFirstNm
Person LastZUILHOFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,684,563FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,998ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$70InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,258DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,258DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,987NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$212,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$126,836CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$432,313TotalRevAndExpnssAmt
Total Net Invst Incm$161,164TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$22,806OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,806OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,510TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$698TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$698TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,577OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$14,577OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,591TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,806TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$184,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$184,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,091TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,806TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$199,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$208,222ExcessRevenueOverExpensesAmt
Net Investment Income$138,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$92,929SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,873SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,873SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,898,312CorporateStockBOYAmt
Corporate Stock EOY$2,159,590CorporateStockEOYAmt
Corporate Stock EOYFMV$2,644,690CorporateStockEOYFMVAmt
Total Assets BOY$1,991,241TotalAssetsBOYAmt
Total Assets EOY$2,199,463TotalAssetsEOYAmt
Total Assets EOYFMV$2,684,563TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,991,241RetainedEarningBOYAmt
Retained Earning EOY$2,199,463RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,991,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,199,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,991,241TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,199,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,991,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$208,222ExcessRevenueOverExpensesAmt
Subtotal$2,199,463SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,199,463TotNetAstOrFundBalancesEOYAmt

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$212,914GrossSalesPriceAmt
Cost Or Other Basis$86,078CostOrOtherBasisAmt
Gain Or Loss$126,836GainOrLossAmt
Gains Minus Excess Or Losses$126,836GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$126,836CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,923InvestmentIncomeExciseTaxAmt
Subtotal$1,923SubtotalAmt
Tax Based On Investment Income$1,923TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$910EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,010TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$87OverpaymentAmt
Applied To ES Tax$87AppliedToESTaxAmt

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 AbbreviationDEStateAbbreviationCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dawn D Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$2,426,299AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,629AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,495,928TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,495,928AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,439CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,458,489NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,924MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,924MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,923TaxBasedOnInvestmentIncomeAmt
Total Tax$1,923TotalTaxAmt
Distributable Before Adj$121,001DistributableBeforeAdjAmt
Distributable Before Ded$121,001DistributableBeforeDedAmt
Distributable As Adjusted$121,001DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$199,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$199,775QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,001DistributableAsAdjustedAmt
Undistributed Income PY$100,094UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$199,775QualifyingDistributionsAmt
Applied To Year1$100,094AppliedToYear1Amt
Applied To Current Year$99,681AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$21,320UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
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 (22 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 fund$9,600
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119N/APCCharitable Event$400
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
2630 W FREEWAY STE 100FORT WORTHTX76102N/APCCharitable Event$2,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER ST 11TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$2,000
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCGeneral & Unrestricted$5,000
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCBackpack Program$5,000
BEAUTIFUL FEET CHURCH SBC INC
PO BOX 6212FORT WORTHTX76115N/APCGeneral & Unrestricted$2,500
BRACKENS KITCHEN INC
13941 NAUTILUS DRGARDEN GROVECA92843N/APCCharitable Event$5,000
COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY I
5601 BRIDGE ST SUITE 501FORT WORTHTX76112N/APCGeneral & Unrestricted$5,000
FISHER HOUSE FOUNDATION INC
12300 TWINBROOK PKWY STE 410ROCKVILLEMD20852N/APCGeneral & Unrestricted$2,000
GOOD N E W S LIVING AT HOME-BLOCK NURSE PROGRAM
133 E MAIN ST STE BAZLETX76020N/APCGeneral & Unrestricted$2,500
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENATIONAL CITYCA91950N/APCFriends of Puerto Aventuras fund$5,000
KIDS ALIVE INTERNATIONAL INC
2507 CUMBERLAND DRVALPARAISOIN46383N/APCGeneral & Unrestricted$3,000
MOSES HOUSE MINISTRIES
15180 ANACAPA RDVICTORVILLECA92392N/APCGeneral & Unrestricted$3,000
ONE COLLECTIVE NFP
2155 POINT BLVD STE 200ELGINIL60123N/APCGeneral & Unrestricted$100,000
ONE COLLECTIVE NFP
2155 POINT BLVD STE 200ELGINIL60123N/APCfunds to assist President's Weekend Fund Raising event$10,000
PROJECT ORBIS INTERNATIONAL INC
520 8TH AVE 12TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$1,000
SAFE HARBOR COUNSELING CENTER
PO BOX 1924WEATHERFORDTX76086N/APCGeneral & Unrestricted$2,500
SAFEHAVEN OF TARRANT COUNTY
1010 N CENTER STARLINGTONTX76011N/APCGeneral & Unrestricted$5,000
STREAMS IN THE DESERT FOUNDATION INC - HIGH DESERT
PO BOX 2028APPLE VALLEYCA92307N/APCGod's Hand Extended Project$7,000
THE BROOKWOOD COMMUNITY INC
1752 FM 1489BROOKSHIRETX77423N/APCCharitable Event$5,000
ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME
110 EAST 42ND ST 16TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$184,500TotalGrantOrContriPdDurYrAmt

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$70ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,258ExclusionAmt
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$96,987ExclusionAmt
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$131,315ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$131,315TotalIncomeProducingActyAmt

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$300,998TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1DIMENSIONAL US CORE EQUITY 2 ETF DFAC, 3800 sh.$100,3582021-06-17
1LOOMIS SAYLES FDS GWTH FD CL Y TR II LSGRX, 7125 sh.$200,6402021-11-12

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$134,403$163,836
DFA INTERNATIONAL CORE EQUITY$277,391$348,694
DFA INVESTMENT GRADE PORTFOLIO$513,185$490,166
DFA INVT DIMENSIONS GROUP INC$507,586$914,798
DFA ONE-YEAR FIXED INC PORTFOL$470,280$471,068
DIMENSIONAL US CORE EQUITY 2 E$100,358$110,086
LOOMIS SAYLES FDS GWTH FD CL Y$156,387$146,042

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$14,552$14,552
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$22,806Amt
Net Investment Income$22,806NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$900
990-PF Extension for 2020$610

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